Converting Segments into Shared Lists / Contact Groups

 

This question always pops up… “How do I flatten a segment?”  Naturally, a flat segment would have good uses such as feeding it into a program or simplifying a bigger segment or just to make sure that the number of contacts in that group stays the same.

In any case, there seems to be no easy way to just steamroll a segment into a shared list, until now.

What you need:

  1. A segment - regardless how complicated.
  2. An empty shared list – create one in the shared library
  3. A campaign – on the canvas
  4. A program – in program builder

What to do:

  1. Use the segment in the campaign (Fig. 1)
  2. Have the campaign pass members into a program
  3. Design the program to add members into the shared list (Fig. 2)

 

Figure 1.

3-28-2012 8-23-51 AM.jpg

 

Figure 2.

3-28-2012 8-28-42 AM.jpg

 

 

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MikeGarcia’s Chocolate Factory … probably not the best practices – but good enough!

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