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Jason_Good
Jason_Good
Level 2
May 17, 2019
Question

smartlist

  • May 17, 2019
  • 2 replies
  • 4916 views

Do people get automatically removed from a Smartlist when they no longer qualify?  I'm very concerned that they do not, which is causing me great concern.  

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2 replies

Chris_Wilcox
Chris_Wilcox
Level 8
May 17, 2019

Hi Jason,

Yes, when they no longer qualify they are removed. The people in the smartlist are those that currently qualify based on the Smart list criteria.

How are you using the Smartlist asset? It's possible there's a cleaner way to achieve your goal without relying on a smartlist and reduce the load on your instance as have a lot of Smartlists can slow things down sometimes. 

Thanks!
Chris

Jason_Good
Jason_GoodAuthor
Level 2
May 17, 2019

What I am doing is creating a Smart List and if someone achieves certain goals within our product, I would want them to be removed from the Smart List so they don't get emails associated with that Smart Campaign anymore.  But customer support told my colleague that persons are NOT automatically removed from Smart Lists.  Once they are on the list, the never come off.  I just have a hard time believing that.

I have two criteria on my Smart List.  X = True.  Y = True.  As soon as X = FALSE they no longer meet the criteria and I want them removed from that Smart List and to no longer receive emails within that campaign.

I would put them on a different Smart List where X = False and my communication would be different.

My assumption is that a Smart List is dynamic and only sends an email to someone if they qualify.  Even if they qualify for the first 3 emails of the Smart Campaign and then they no longer qualify for the Smart List they would not receive the last 3 emails of the campaign.

We used to use Pardot and this is how their Dynamic Lists worked.  Thank you SO much.

Chris_Wilcox
Chris_Wilcox
Level 8
May 17, 2019

The way you described smart lists is exactly how they work. 

Are you using "member of smart list" in your criteria for the email send? Can you describe your program structure a bit more? Is it an Email Program type? Default? Are you then using "Member of Smartlist" as your include rule for your send? 

Can you describe a bit more the use case for me? I understand the two criteria, and how users would no longer receive those emails once they don't qualify. Are users only ever supposed to be getting a single set of these emails?  So, once they are X = FALSE, are they 'graduating' to another email campaign(s)?  

Kimberly_Katele
Kimberly_Katele
Level 1
May 17, 2019

It sounds like you might need some "Remove from Flow" steps to go along with triggering new campaigns. Once someone is in a campaign flow, they'll continue until you remove them. Even if they no longer qualify for the smart list that fed them into the campaign in the first place.

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