Add to List Follow

Action

This step adds the contact to a particular list. 

How to use "Add to List" Action?

• With this action step, you can automate the enrollment of your contacts to specific lists when the required conditions meet.

• Once added to the canvas and upon clicking the action step; you can choose the list in which the contact should be enrolled.

Use Case

Suppose you have a sales team to handle customers from the US and another for outside US customers. As soon as you get a lead from the website, Facebook, or over the chat, the system will check the customer's location and auto-assign them to a separate list.

This way, your Sales team can segregate the customers and take manual actions or plan automation journeys to auto-execute your sales and marketing process.