Moving between active lists

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

Hi!

Here is my situation:

When a costumer subscribe to a form I want them to be enrolled in an active list (trial list). Two weeks after that, I want them to be removed from this list and enrolled in another active one (free list).

Is there any way I can do that? I know I can only enrol/remove from static lists using workflows, but maybe there’s a catch I’m missing.

Thank you so much!

2

Hey @CNonato, thanks for reaching out! This is a great question.

Since you’re using active lists, you just need to ensure that the contact meets/no longer meets the needed criteria to be removed from one list and added to another. Do you have a property like “status” that you could use? So:

  1. You add “Status” = “Trial” to your trial active list criteria and “Status” = “Free” to your free active list criteria
  2. Contact fills out form and has “Status” set to “Trial” (either through a hidden form field or a workflow)
  3. You have a workflow that waits 2 weeks and then sets “Status” to “Free”

Hope this helps!!

3

You are a genius, that worked perflectly!! Thank you so much Jacob!

4

I’m just happy to help! Glad it worked out for you :grinning_face_with_smiling_eyes: