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Creating a profile list with a workflow

Last update: 2023-08-31
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To create a List type list based on the new recipient table, you need to create a targeting workflow which will generate the list.

For more information about lists in Campaign, refer to this section.

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To create a targeting workflow and update recipients in a custom recipient table, follow the steps below:

  1. Go to the Profiles and Targets > Jobs > Targeting workflows node of the explorer.

  2. Create a new targeting workflow.

  3. Place a Query activity followed by a List update activity.

  4. Double-click the Query activity, then click Edit the query to choose a targeting dimension based on the schema of the new recipient table (in our example: Individual). Click Finish to confirm.

  5. Double-click the List update activity, then select the Create the list if necessary (Computed name) radio button.

  6. Select the creation folder for the new list.

  7. Execute the workflow to create the list.

  8. View the result in the node of the tree which you selected during the List update activity.

    The dashboard specifies the schema which the list is based on, as shown below:

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