List Manager

List Manager is the SmartSource application that is used to manage data used by other marketing applications.  Data can be stored or defined as a List, as a Query (or segment) of a data list or table, or as a Set of Lists, Queries or other Sets.  Sets can be used to combine, subtract or intersect with other data.

Data from List Manager may be used as a broadcast list within eBroadcast as well as by other SmartSource applications.  For example, a list  may be used to capture data from a web-site landing page or the results of a survey.  Lists may also be used to start a workflow sequence using the list data as input to the workflow.

LIST, QUERIES AND SETS

Key features of List Manager are:

• List structures can be unique to each list.  Lists do not have to fit into a single data structure or schema.  This permits unlimited flexibility in storing and managing data.
• Queries are used to define data segments and may refer to any field or column within a list or data set.
• Sets are used to combine lists, queries and other sets.  By using the Add, Subtract or Intersect options when combining lists, virtually any “Boolean logic” combination can be defined and stored.
• Queries and Sets may be used in combination with System Data.  System data include the past results of broadcast and trigger email activities such as open actions, “click-throughs”, bounces and opt-out requests.

EXPORTS

All reporting data may be exported for use by other applications.  Summary report export formats are CSV (Excel), XML,  PDF, TIFF and Web Archive.  Details reports may be scheduled for export as CSV or PDF files.

SEGMENTS

As with all SmartSource applications, List Manager uses roles to determine access to features and functions.   The creation of lists, queries and sets may be restricted to users who have the appropriate administrative rights.  For other users, their activities may be restricted to a simpler process of either selecting lists or selecting segments of lists for their mailings.

The Segments feature allows an administrator to set up lists with defined fields that can be used to select segments without any prior knowledge of the structure of the list.  Once a segment is defined, a total number of records in the segment is calculated and the segment can be stored for future use.