How can we help?

Ask a question or search our knowledge base:

 

 

Using Workflow Lists

Workflow Lists allow you to compile criteria such as email addresses, IPs, and keywords into a single set — making it easy to create whitelists or blacklists and apply them across Workflows.

Create a new List

To create a new List, go to the “Lists” tab in Workflows and click “Create List.” Set a name and description that will make it easy for your team to know how to use the List.

 create_list_loop.gif

 

Add criteria to a List

To add criteria, click into a List and use the text box to enter criteria. You can use advanced text matching criteria to pinpoint keywords and phrases — or use wildcard fields to take action on emails, IPs, and other criteria that fit a certain pattern. You can add up to 1,000 discrete criteria.

add_criteria_single_loop.gif 

Add criteria in bulk

If you have an existing set of criteria you’d like to use, you can copy the criteria into the text box separated by commas.

add_criteria_bulk_loop.gif 

Download criteria in bulk

To download your Workflow List as a csv file, click the more button and select “Download.”

download_list_loop.gif 

Use a List in a Workflow

To use a List in a Workflow, open the Workflow you'd like to add it to. Click “Add Criteria,” then select the type of criteria in the list (i.e., email address). Then, select “a keyword from a List” and choose the List from the dropdown.

add_list_to_workflow_loop.gif

 

See changes made to a List

You can see a complete revision history by clicking the more button and selecting “Version History.” In this menu, you can see and download all previous versions of a List.

version_history_loop.gif

Restrict changes to Lists

Admins can use user roles & permissions to set which users can create, publish, edit, and view Workflow Lists.

 

Disable a List

To disable a list, click on the more button and select "Disable List."

 

Re-enable a List

To re-enable a list, open the list from the "Disabled" area on the "Lists" tab. Then, click the more button and select "Enable List."

Have more questions? Submit a request