Pardot Knowledge Base

Creating Dynamic Lists

Last Updated: Jun 14, 2016 | Print this Article
 

Dynamic lists are rule-based lists of prospects that automatically update as prospect data changes. You can't add or remove prospects manually -- instead, you set up list rules and Pardot automatically adds matching prospects and deletes them when they no longer match. This article will walk you through creating a dynamic list.

To create a new dynamic list:

  1. Navigate to Marketing > Segmentation > Lists.
  2. Click +Add List.
  3. Mark Dynamic List.
  4. Click Set Rules.
  5. Select the Match Type:
    • Match All – All aspects of the rule must be satisfied in order to take the action(s).
    • Match Any – Only one aspect of the rule must be satisfied in order to take the action(s).
  6. Click the plus or trashcan icons to add or remove rules. You can also add multiple criteria on a single line by separating each value with a semicolon, which uses OR logic ("Match Any") when selecting a positive operator ("contains" or "is"). If you select a negative operator ("doesn't contain" or "isn't"), then it uses AND logic ("Match All"). Notes:
    • The text field is limited to 255 characters, so you may have to split up large rules into several lines.
    • If you want the rule to match values that include a semicolon, add quotes around the value (i.e. ”this has a ; semicolon in it”).
    • For forms, form handlers, landing pages, files and custom redirects, you can select the “- ANY -” criteria option to match any item, rather than listing out each item separately.
    • If you are using the "Prospect account field" rule, prospects must have an account in order to match, even if the rule uses the "doesn't contain", "isn't", or "is empty" options.
  7. Click Preview, then Preview Matches to see which prospects match the rules. You can share the preview with other Pardot users by sending them the link.
  8. Click the Building tab to make changes to your list.
  9. When finished, click Run Rules to run the rules and save the list.
Note: You must click Run Rules for the segmentation rule to execute. This video walks through creating dynamic lists with preview. Click to expand the video.

Not what you're looking for? Check out these other articles:
Dynamic Lists Overview
Lists Overview

Need more? Start a conversation with other Pardot users in our Success Community