Lists

Overview

Lists allow you to segment contacts in ways relevant to your business. List names may relate to subscriptions such as Newsletter or Weekly Specials, or types of membership like VIP or Western Region. Lists can be used to personalize message content, build an audience, trigger messages, and create analytics reports.

When creating lists, keep in mind that:

• A contact can be associated with one or more lists.
• There is no limit to how many lists can be created.
• List names must be unique from other list names, as well as contact attribute names.

How Cordial stores lists

A contact's list association is stored in the contact's record within the Contacts Collection. Below is a simplified example of how list association is stored in Cordial's database as part of a contact record. To help with visualization, we highlighted the portion pertaining to lists.

[
  {
    "channels": {
      "email": {
        "address": "fredgarvin@example.com",
        "subscribeStatus": "subscribed",
      }
    },
    "firstName": "Fred",
    "lastName": "Garvin",
    "gender": "male",
    "lists": [
      "newsletter",
      "weekly_specials"
    ],
	"listJoinDate": {
      "newsletter": "2017-03-13T17:50:46+0000",
      "weekly_specials": "2017-03-13T17:50:46+0000"
    },
    "_id": "58c6dae96e05abd5fef72184"
  }
]

Create a list

You can create lists in Cordial three different ways:

• Via the UI
• Via a CSV upload
• Via the API

Create a list via the UI

1. Log into the Cordial platform and navigate to Data > Lists.

2. Select the New button to create a list.

3. Complete the fields for List name and Date Tracking.

Create a list via CSV upload

Lists can also be created when importing contact records.

1. Prepare a CSV file where the header row contains the names of the lists you would like to add to the system, and place a 1 or a 0 in the row for each contact. This will tell the system whether a contact is on a list (1=true), or not on a list (0=false).

2. Log into the Cordial platform and navigate to Contacts > Import Contacts.

3. Select the appropriate fields to import the file.

• Import Source: Select whether the source is a local file or hosted remotely.
• Header Row: Select if your data file has a header row. We recommend using a header row to make it easier to match the columns with their corresponding attributes when importing.
• Choose Delimiter

4. Select and upload your CSV file.

5. You'll then have the option to Add List for each header row column you have created.

Add or remove contacts from an active list

You can add or remove contacts from an active list without having to go back and upload a new CSV file.

1. Navigate to Data Jobs and select the data job in which your list is being used. 

2. Select Edit in the Data Mapping pane. 

3. Click the plus icon to add a new list column. 

4. In the Select column type dropdown, select Add to list or Remove from list.

5. Select the contact list you wish to add or remove.

6. Click Save.

Create a list via the API

You can create a list via the API using the POST /accountlists API call.

You can update a contact's list membership via the API using the POST /contacts and POST /contactimports API calls.

View and Edit a list

Navigate to Data > Lists to view all lists created in your account.

Hover over the arrow next to each list name to see the options:

• Remove: Removes the list from the system.
• Edit: Updates the name and date tracking option of the list.
• Clear: Removes all contact list associations while keeping the list in the system (changes the contact's boolean value for that list from a 1 to a 0).

Use lists for message content

While you can render list names in a message, you'll most likely use list membership as a way to display dynamic content.

You would use the following Smarty code to display the above example.

{if in_array('gold', $contact.lists)}
Gold Content
{if in_array('silver', $contact.lists)}
Silver Content
{/if}

{$utils->jsonPrettyPrint($contact)}

You can learn more about using "if" statements in Smarty here.

Use lists to build audiences

Using the List audience rule, you can build audiences based on list membership.

1. Navigate to Contacts > Audience and edit or create a new audience.

2. Select Lists from the Rules dropdown in the Audience Builder.

3. Drag the list rules you want to use into your audience.

You can learn more about Cordial's Audience Builder here.

Use lists to trigger messages

You can trigger automated messages based on when a contact is added to a list. This is useful for welcome message campaigns.

1. Select or create a message automation: Cordial Dashboard > Message Automation. 

2. In the Message creation dashboard, navigate to Sending Methods > Event Triggered in the left sidebar.

3. From the Trigger Events pane, choose the trigger event, "When a contact is added to a list."

You can learn more about automated messages here.

Build analytics reports using lists

Audiences based on list membership can be saved as audience rules and either visualized over time with audience trend reports, or used as filters for event data dashboards and event data reports.

Audience trend reports

To access audience trend reports, log into Cordial and navigate to Analytics > Audience Trends. From here, you can view the population of an audience over time, based on their list membership.

Filter Event Dashboards

Event Dashboards provide a way to visualize event activity over time by creating customizable charts. You can take advantage of list membership in event dashboard charts using audience filters. 

To edit an event chart (also called a time series chart), navigate to Analytics > Event Dashboards and select Chart Settings in the upper right corner of the chart.

Filter Event Data Reports

Event Data Reports—navigation: Analytics > Event Data Reports—allow you to view reports of event activity. You can filter reports using audience rules similar to the event dashboard charts.

In the next article, you can learn about cart items.