Managing static lists
Static lists are basic lists to which visitors have been arbitrarily added, manually or automatically. While very simple in their principle, static lists are very convenient for marketers and can be used for multiple purposes.
1. To access to the static lists management page
- Click on Profiling tools in the left menu.
- Click on Lists.
2. Static list definition
A static list is only defined by a name and a description (optional).
3. Default screen
The default screen displays the existing lists with the following information:
- List name.
- Number of profiles associated with the list.
- List description.
The icons in front of each list allow you to:
- Edit the list details (name and description).
- View the visitor profiles assigned to this list.
- Delete the list.
4. Creating a static list
To create a static list, follow this procedure:
- Expand the profiling entry in the left menu.
- Click on the Lists entry.
- Click on the upper right menu in the right page.
- Choose Create new list.
- Enter a name for your list.
- Enter a description for your list.
5. Members (assigned visitors)
By clicking on the corresponding icon, you can access the visitors currently associated to a list.
You can access the details of an individual profile (and edit it manually) by clicking on the edit icon.
You can assign a profile to one or more lists by clicking on the list icon.
You can remove a profile from the list. By doing so, the profile itself will not be deleted from the profile repository, but it will also not be linked to this list anymore.
5.1 Using the tools above the list of profiles
- do a full text search on all profiles included in the list by using the search field. The list of matching profiles is displayed in real-time under the search field as you type.
Note that this search feature works on all profile properties, not only the profile names. As a result, you may have to dig into the profile details to see where the search term you have used is found in the profile.
- Change the columns that are displayed. Click on the icon to see the list of available properties. Check or uncheck the properties you want to display in the table.
The changes occur in real time, you can check / uncheck several items.
Finally, click outside of the drop-down menu to see your screen, which can be very different from its original state.
5.2 Exporting profiles
Using the top menu, you can export all the profiles of a list into a .csv formatted file.
6. Static list usages
Static lists can be used in multiple cases.
First, they are perfect to store visitors linked to a particular event. In that case, a segment does not make sense, as no more users can be added to the segment once the registration for the event has terminated. Using a static list makes more sense.
You can also decide to maintain a more global list that captures in one place all users who are spread out in different third-party systems or fragmented into multiple lists (e.g., if you use an online webinar platform and their registration system stores user data).
You may also want to store lists in Marketing Factory that duplicates lists in other systems:
- for security: if the third-party system becomes unavailable, or you decide to stop using it, you have a copy in your own repository.
- for convenience: it might be much easier to manipulate visitors and lists in Marketing Factory than in other 3rd party systems.
- for analysis: because you want to use that information as an analysis criteria point, for example as personalization condition.
- for compliance: there may be a regulation requirement that your system must meet.