List Management Training

I am wanting to create lists and be able to group them into different sections.

For instance, my business has 2 areas: Services & Products

For services I would like a list of prospects, customers, subscribers.
For products I would like a list of prospects, customers, subscribers & media contacts.

I would then like to be able to tag them based on if they have signed up for a specific interest, e.g. if anyone on the product list has signed up to get a free consultation (I would like that to be tagged); so they can be followed up regardless of what list or (group) they are from.

I cannot find anything that covers this; only how to add people to lists and a little bit on adding a tag to an email broadcast.

Hi @NigelRS , thanks for posting on this community!

I see two topics here:

1. Lists

You can create lists of contacts, and then group them into folders, like this:

Could that fit your need?

2. Tagging contacts

We don’t have (not yet!) any tagging system for contacts, but you can use contact attributes to differentiate your contacts, see more details here: https://help.brevo.com/hc/en-us/articles/10582214160274-About-contact-attributes

Hope this helps!

Thanks for your replies.

I have tested the attributes recommendation. It isn’t as smooth as tags, but it does work. The only issue, is based on an attribute, when new subscriber has subscribed to a list, they get a welcome message.

However, I would like a new subscriber, who has a specific attribute, to get a different message - and I cannot see how to be an and/or condition in the automation trigger.

If I go to run an automation based on the user attribute, it can only run a single timed cron per day; so that won’t trigger anything until that cron has hit.

Is there another way?

Ok I see.

I would like a new subscriber, who has a specific attribute, to get a different message - and I cannot see how to be an and/or condition in the automation trigger.

Did you try something like this:

  • add an if/else condition

  • and then add a condition on a contact attribute

=> could that help?

That is what I thought, I couldn’t see any other way to do it.

It didn’t work. However, I will try it again later.

Please allow for more filtering or conditions in the initial phase! E.g. if someone signs up to an audience you want to have the list, but also a tag or attribute assigned to them.

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