How to create campaign lists based on survey responses?

Created by Andre Greiner, Modified on Thu, 4 May, 2023 at 10:58 AM by Andre Greiner

The creation of dynamic lists for cadence allows the selection of a series of criteria, and one of these criteria is the responses entered in the questionnaires. 


This option allows leads with specific responses or set of responses to be selected for lists (and specific cadences).


To use this configuration, just create a new dynamic list and select the filter that contains the questions and answers you want to use in the segmentation. Here, the questionnaires will be shown with the name you configured in Spotter:



Then you must select the question and answer(s) that make up this segmentation. It is possible to select more than 1 answer within the same question, in which case the rule applied will be: either one answer or another:



IMPORTANT: it is not possible to select questions with open answers, only questions whose answers are predefined in the filters . 


You can also add a combination of questions and also other criteria such as market, state of origin, etc., with a limit of 2 criteria per segmentation.


Thus, it is possible to automate specific and well-targeted content for each lead profile.


Success in your cadences ;)

Until later!

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