Subscription smart list/report with # of members in smart list? | Community
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Devraj_Grewal
Devraj_Grewal
New Participant
August 29, 2016
Solved

Subscription smart list/report with # of members in smart list?

  • August 29, 2016
  • 1 reply
  • 6124 views

Hello Community,

I want to know if this is possible. I want to send myself an alert 2 days/week from a batch campaign and I want the alert to provide the number of leads in a few smart lists (more than 20).

Ex. Alert

Smart list #1: 4 members

Smart list #2: 0 members

Smart list #3: 8 members

Instead of creating 20 smart list subscriptions and then getting 20 alerts, is it possible to place a token in the email alert body that provides the number of members? I was also considering making the smart lists static lists instead and I can add/remove members via a smart campaign before the alert is sent if that can make it possible.

Another solution I was thinking about would be to subscribe to a lead performance report. The smart list for the report will only look at leads in the 20 smart lists and I can group the leads by a custom field created based on if they are in one of the smart lists (ex. field "Member of Smart list" and values could be "#1", "#2", etc.). If a lead is still in a smart list, they will keep the "#1" value for "Member of Smart List" but if they are not, the value will be nullified. The advantage here is that I can bring in the "Total Leads" column.

Any ideas would be greatly appreciated.

Thanks.

Best answer by Jenn_DiMaria2

I would be tempted to get rid of the Smart Lists and, instead, have a Smart Campaign that adds members to Static Lists and changes the value of a custom field called "Data Management Error" to what the specific error is.

Then in Analytics, you'd be able to create a report and group by the specific data management error. This would give you the number of leads receiving each error, as well as the total number of leads.

It's been a long day, so I'm not sure if any of that makes sense

1 reply

Josh_Hill13
Josh_Hill13
New Participant
August 29, 2016

Not possible. You cannot Send Alert from a Batch.

What exactly are you trying to accomplish?

While you could do the Lead Perf Report with Custom Columns, you will still have 20 smart lists you will need to build. This data will shift constantly, so that's why I am asking about what you need before offering more ideas.

I'm also pretty sure that you cannot schedule the reports other than Daily, Weekly, or Monthly. Not twice a week.

Devraj_Grewal
Devraj_GrewalAuthor
New Participant
August 29, 2016

Josh,

Appreciate the reply. I actually have been able to send alerts in a batch before. The flow was to send an email to the lead and an alert to an email in "To Other Emails". I did not schedule the batch campaign though, I only clicked "Run Once", if that matters.

The smart lists are already created and they populate with leads that have some sort of data management error that needs fixing. So instead of checking 20 smart lists a couple times a week, I just wanted a list of the smart lists and possibly how many leads are in each (the goal is to have 0 leads in each list).

And you can schedule twice/week by creating two separate subscriptions and selecting "Every Tuesday" for one and "Every Friday" for the other.

Jenn_DiMaria2
Jenn_DiMaria2Accepted solution
New Participant
August 29, 2016

I would be tempted to get rid of the Smart Lists and, instead, have a Smart Campaign that adds members to Static Lists and changes the value of a custom field called "Data Management Error" to what the specific error is.

Then in Analytics, you'd be able to create a report and group by the specific data management error. This would give you the number of leads receiving each error, as well as the total number of leads.

It's been a long day, so I'm not sure if any of that makes sense

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