Dynamic Membership Rules for Contact Lists

Membership rules pull contacts into a contact list based on a set of rules that you define. Additionally, any contacts added via a dynamic membership rule that no longer meet the criteria will be automatically removed from the list. Each rule group that is added defines a criteria for another segment of contacts to be managed as members of the list.

To add dynamic membership rules:

1. Navigate to your Contact Lists page.
2. Click the name of the contact list for which you want to configure membership rules.
3. Go to the Membership Rules tab.
4. Click Create Membership Rule (if it's the first rule). If rules are already configured, click Add new rule.

5. Use the drop-down menus to create the rule.

   For example, create a membership rule that adds contacts to this list if they have opened a particular email sent through a campaign:

   • Drop-down 1: Actions
   • Drop-down 2: Email Open
   • Drop-down 3: is
   • Drop-down 4: [Name of Email]

   The Additional Contact Fields drop-down lists custom Lead Contact fields provided by your supplier and your own custom Contact fields.

   The Contact Fields drop-down lists standard contact fields.

   Matching Contacts shows how many users will be added using the rule.

6. Click Add new rule to add another rule to this rule group using an AND statement. Contacts must meet both rules in the rule group to be added to the list.
7. Click Add new group of rules to add another rule using an OR statement. Contacts only need to meet the criteria of one of these rule groups to be added to the list.
8. If you've got multiple rules or rule groups, click the X next to a rule/group to remove it.

9. If Opt-In Authorization is enabled for your account, specify how the contacts that will be added to the list under the rule(s) will opt in to receiving your communications to this contact list.  You can either use a general statement that all users are automatically opted in, or specify that each one should receive an email asking them to give their confirmation. 

   If an email is sent for opt-in, it's based on the email template associated with the contact list in the Confirmation Email tab. For more information, see About Confirmation Emails for Contact Lists.

   

10. Click Set Membership Rule.