List Manager is a tool for managing contacts across your Linked Helper campaigns. This function is available only in the Advanced UI: Where can I change Linked Helper Interface?
To open List Manager go to Functions and then choose it from the drop-down menu:
- Overview of each function:
- Descriptions of the lists:
1. Overview of each function
Add unique, Delete the same and Keep only the same work with sub-lists of Campaigns and Actions while Remove intersection between campaigns is applied on the Campaign level regardless of the chosen sub-lists.
Both for Source and Target you can:
- Select a campaign;
- Switch between Campaign and Action sub-lists;
- Choose a list and view its content;
- Swap places of Source and Target;
In addition, in the Target section you can create a new campaign (5) if needed:
Adds profiles from Source that aren`t present in the Target sub-list.
It's important to bear in mind that when the program process a profile, it moves a contact from Queue to Processed. Linked Helper will not collect a profile to the same Action again if it is already in the Queue or Processed sub-list. By analogy, a profile won`t be added from the Source sub-list to the Target Queue if it was already processed there: for example, if a contact successfully underwent a campaign/specific action or it was added to the Exclude list.
If the Exclude list is chosen as Target, List Manager will add profiles that aren`t present in it from Source (contacts who are already in the Queue will be moved to the Excluded sub-lists of the respective Actions).
Delete the same
If Queue is chosen as Target, List Manager will take contacts from the Target Queue who are present in the Source sub-list and will move them to the Exclude list of the Target Campaign:
If Exclude list is chosen as Target, List Manager will simply delete the profiles that are present in the Source sub-list from the Target Exclude list:
Please, note that deleting profiles from the Exclude list via List Manager does not mean the same profiles will be deleted from the Excluded sub-lists of the respective Actions.
Keep only the same
If Queue is chosen as Target, as the result it will contain only profiles that were present both in the selected Source list and Target Queue. Contacts from the Target Queue that were outside of the intersection will be put into the Exclude list.
If Exclude list is chosen as Target, List Manager will keep only the profiles that were present both in the selected Source list and Target Exclude list. Contacts from the Target Exclude list who were outside of the intersection will be deleted.
Remove intersection between campaigns
This function, unlike the others, affects Source as well. It adds profiles that are present in Source Queue to the Target Exclude List, then the resultant Target Queue is put to the Source Exclude List.
2. Descriptions of the lists
In List Manager, you can choose any of the lists as Source but only Queue and Exclude as Target.
Queue - Queue of the very first Action in the Workflow + profiles that were manually added to the queues of other actions;
Exclude (Exclude list) - profiles that you don`t want to be processed as part of this campaign. They will be ignored when added to the Queue of any action and skipped during collecting;
Processing - profiles that have been pushed through the funnel, but haven`t reached the end of it yet. Includes queues of all actions except Action #1;
Processed - profiles that made it through the whole funnel, i.e. Successful + Excluded, Failed, and Replied;
Successful - successfully processed contacts of the last Action in the Workflow;
Excluded - profiles that had been part of a queue of any Action before they were added to the Exclude list of the campaign at some point;
Replied - contacts who replied to a message within that campaign;
Failed - all failed profiles.
In List Manager, you can choose any Action sub-list as Source but only Queue as Target.
Queue - profiles that are going to be processed by a given action;
Processed - Linked Helper has completed the action for these profiles resulting in Successful, Excluded, Skipped, Failed, and Replied sub-lists.
Successful - contacts who successfully undergone the action;
Excluded - profiles that had been part of the Queue before they were added to the Exclude list of the campaign at some point;
Skipped - profiles that are skipped from the processing;
Failed - failed profiles;
Replied - contacts who replied to the previous message of the campaign. The result of "Reject if a contact replied after..." work, this option is available only for "Message to 1st connections | Group members". It checks a message history from the current moment until the date of the message/invitation sent by the action above in the workflow.
Messaged - contacts who received any message from you (except for invitation note) no matter how the message was sent, manually or from LH, or via what campaign. The result of "Reject if you or LH messaged a contact after connection date" work, this option is available only for "Message to 1st connections | Group members" as well. It checks a message history from the current moment until the date when an invitation to become 1st connections was accepted.
Note: message history is checked only once when a profile is being processed by "Message to 1st connections | Group members":