Associate Contact Lists with Campaigns

I would find it really helpful to tag contact lists as belonging to a certain campaign, so cloning the campaign also clones the lists, which are an essential part of the campaign.


Here's the background...


We are running training workshops, using an integrated webinar platform. Each workshop has a complex set of assets, with automation and webinar integration, to manage various aspects:

  • Pre-workshop interest surveys to prioritize topics
    (lists + forms + pages + emails)

  • Announcements with registration links
    (lists+ forms + pages + emails + workflows + webinar integration)

  • Post-registration communications, offers & reminders
    (lists+ forms + pages + emails + workflows)

  • Post-workshop survey, training materials & session video links
    (lists+ forms + pages + emails + workflows + webinar integration)

All of these forms, landing pages, emails, workflows, CTAs, and webinar platform integrations have to work together. Contact lists are the glue that holds this together, providing essential targeting, segmenting and state management. In particular:

  • We will often use different registration and survey forms (and therefore different landing pages) for different contact segments. 

  • Each email needs a contact list that filters contacts based on whether they've registered, whether they're current users of our product, and other criteria.

  • Workflows use list membership as triggers and/or for conditional branching. Lists are composable, reusable, and are well-suited to encapsulate complex query criteria. So we use them to simplify the workflows. 

Bottom line: We think of each workshop event as its own campaign, and the lists are an essential part of the campaign. We want to be able to clone these campaigns, including the lists, for another workshop, another target audience, etc.


We're very happy with the results we've achieved by creating sophisticated campaigns around these workshops. But we're trying to scale it now, and it's very time-consuming and error-prone to manually copy and modify each component in this complex, interdependent set of assets.  Organizing them into a campaign, and being able to clone the campaign, is the first step towards reducing the overhead of running these workshops.


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