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A
Anonymous
November 26, 2013
Question

Auto export list members on a daily schedule

  • November 26, 2013
  • 2 replies
  • 1588 views
Hi,

I have a fast track campaign that includes a Smart List checking if certain criteria are met. For example company size = X and Time to Buy = 0-3 months.

The flow then adds people who meet this criteria to a list called 'Fast Track Members'.

Is there a way to automatically export all members in this list on a daily schedule, for example? So i could have a daily export sent to me of everyone in this list.

Thanks!
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2 replies

A
Anonymous
November 26, 2013
A report subscription would be the closest approach, sending results on a daily basis.

In alternative you can set a trigger to add new leads to a static list. 
There is no automated method to export a list yet.

A
Anonymous
November 26, 2013
You could also add/remove these leads to/from a Salesforce campaign or create a custom field that is checked when they are a member of the fast track group,  and then do a scheduled report from SFDC.
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