Automated Actions: Rule-Based Dynamic Additions to Groups
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A
Adam Boettiger
Using the web version, I used a View to identify and filter contacts with the same job title. Then Select-All, add to Group. I found myself asking the question: "What about new people I add to my network or meet who have this job title?" It would be cool if we could create automation rules that examine new contacts and add them to a group if one exists. You may think this is covered by Views but it's not. I want a Group that contains titles of both CMO and Chief Marketing Officer, and maybe even more attributes. I can do this one time and it covers existing contacts but not new ones.
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Matthew Silberman
complete
Kevin Sun
Adam Boettiger it seems like most of the functionality here can be served by creating views, but you're referring having the option of automated actions -- will edit this post accordingly.
Kevin Sun
open
Matthew Silberman
under review