List Goals

The key to getting the most value out of lists is to understand what you want to achieve with your automations. ListsClosed filter the records that go into your automation, and automations say what to do with those records.

You want to automate an email that's sent out to sales contacts from Florida.

The list narrows down the sales contacts in your database to those that live in Florida. The automation uses that list to know who to send an email to.

Read about Entities and Lists to learn more about the types of records you can filter with lists.

Timeframes

Consider the timeframe for your automation when creating lists. Your choices include:

  • One-time lists: These list will only add records that match the criteria at the time you select Save, and won't change. Use these to get a snapshot of list criteria at a moment in time. This could be useful for reporting, for example.
  • Always updated lists: These are lists that continually add or remove records dynamically as they meet the specified criteria. These lists are updated on the same schedule as ATS data syncing. They're useful within automations that need to use up-to-date information.

Minimizing Automation Time

Running automations takes time. The fewer automations you can use to get your desired result, the less time you will spend running them.

You want to communicate a change of service terms to all candidates with placements in the healthcare sector.

You could create an automation with an individual list for each healthcare profession in your database. It would be far more efficient to instead create one automation with a list conditioned to include a range of job titles, such as surgeon, dentist, doctor, etc.

See Conditions and Condition Groups in Lists to learn how to use conditions to better filter records.