For Channel Program Admins: How to create user smart lists based on user activity or usage
Posted by The Team at Mindmatrix on 16 August 2017 05:17 PM
If you are a channel manager or admin in a Mindmatrix Channel Program, you will be using the user smart lists to identify your top and lowest performing partners and send them user email campaigns to encourage further adoption of your program and tools in your Mindmatrix portal.
To create a user smart list, go to Connections > User Smart Lists.
To create a new User Smart List, click 'Create'.
Enter the name and description of your User Smart List. Then click "Next":
Next, select your conditions for the filter in the user smart list from the drop down. To create a user smart list based on user internal system activity or usage, select "Users Record Data".
The following conditions are available under 'Users Record Data' for internal system activity or usage based filters:
Active Contacts Level (ActiveContactsStatus) - Contacts within the users account
Asset Usage Level (AssetUsedStatus) - Assets (Print 'PDF' Assets) customized or generated by the user
Email Engagement Level (EmailActivityStatus) - Emails sent by the user
Login Status (LoginStatus) - Logins completed by the user
You can then select the following options:
Hot - Completed within 24 hours
In this example, we have generated a User Smart List for Users that have sent an email within 7 days.