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                  • Building CX Surveys
                  • CX Metrics
                    • CX Dashboard
                      • CX Dashboard Settings
                        • Analyze your drivers
                          • Good to know
                            • Getting Started!
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                                    Home Distribute Contact Lists Sub-Lists

                                    Sub-Lists

                                    Even though you may have a few main Contact Lists, you can use Sub-Lists to narrow down your target audiences for specific purposes. For example, although you may have a list of your employees across multiple locations, you might want to send a survey about local social activities only to employees in that area.

                                    1. On the far right end of the menu bar, click on Contact Lists.
                                    2. Select the parent (original) list.
                                    3. Click the Create New button at the top, and choose Sub-List.
                                    4. Identify the condition(s) that will define your Sub-List.
                                      1. Select an Attribute (field).
                                      2. Select a Condition.
                                      3. Select the relevant Criteria.
                                      4. Click the + Condition icon.
                                    5. Choose whether to define additional conditions.
                                    6. Once all conditions are created, select your Sub-List logic.
                                      1. All (Only add records that meet all of the identified conditions).
                                      2. Any (Add any records that match any of the identified conditions).
                                      3. Custom (Add records that fit an advanced custom logic).
                                    7. Click Save & Go Back.
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