In this article

 

Overview

Lists are segments of customers that match a set of attributes and behavior you define.

 

You can define as many lists of customers as you want, using all of the data coming from all of the different systems, including usage data, CRM data, data from billing and support ticketing systems, and even custom attributes and metrics.

 

These customer segments are automatically updated, in other words, customers that meet or no longer meet the criteria in a list are automatically added or removed from that list.

 

A list can be analyzed (in Analytics) alone for tracking trends around product usage or activity, or against another list to drive insights across customer segments. By understanding a list's behavior or usage pattern over time, you can create customized action plans that directly target those customers' needs. These lists can be used in the Curated reports as well to filter the accounts/users.

 

You can also create a custom account view using any existing list. 

 

List Types

There are two list types:

 

Accounts

 Lists that include only accounts matching the defined conditions.

 

Users

 Lists that include only users matching the defined conditions.

 

Create a New List

 

You can create a new list by clicking on the Lists tab > Accounts/Users > New List, simply open the page and you'll be presented with a blank list builder for defining the list conditions.

 

 

Load an Existing List

 

The Lists tab also allows you to quickly view all the accounts/users who currently match the conditions of a specific list and export those accounts/users for personalized campaigns. 

 

Navigate to the Lists tab and select Accounts/Users and click the hamburger icon (three lines) on the top left corner of the screen. You would be able to view all the saved Public and Private lists. You can also use the text search box to quickly find a list by name.

 

 

 

Once a list is loaded, you'll be able to edit the list by clicking on the “Edit” button, which would open the list builder. You can choose to save the new list or simply disregard it. 

 

You can also manage all the lists on your accounts by navigating to Management Center > Manage Lists.

 

Export a List and Date Conversion

 

Click the export icon button to download the list results as a CSV file.

 

 

Note that when you export an account list, two hidden fields will be added:

  1. account id -> FDCS Account ID

  2. account external id -> your CRM account ID

 

When a date field is exported, we would show two formats:

  • iso8601 standardized timestamp (displayed as 2012-05-02T18:56:09Z)

  • raw epoch milliseconds (displayed as 1335984969740)

 

You can use a formula to convert the epoch milliseconds if you don't like the standardized format. It is different for excel and for google spreadsheet:

  • In excel: = (CellValue/86400000) + DATE(1970,1,1)

  • In google: = (CellValue/86400000)+25569 

    • Make sure you format cell as date/time