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How to create Contact list and Ticket list in Proactive Campaigns

Contact lists and ticket lists are required in Proactive Campaigns before you start creating an email campaign. This can be simply explained by the fact that a campaign needs a list of target addresses to send out the emails to be taken from users list or even from tickets. Thus, without further delay, let’s see how the contact and ticket lists can be created.

Users list

1. First of all, you should open the Settings page, and then, go to the List Management tab and select Users List tab.

2. In the upper right corner, click the Add new list button.

FAQ Add User List

3. You will be directed to the new page, where you will have to provide a few details about the list you would like to create:

List Name - this field is necessary.

Description - this field is optional and is added to help you easier understand the target audience.

Conditions - depending on the conditions you set, Proactive Campaigns will filter all the contacts you have in your Zendesk Support instance.

FAQ User Conditions

For example, you need to send out a special offer for users that belong to a specific Organization and were created no earlier than January 1, 2021. Thus, you will need to create 2 conditions: Created at -> Greater than -> 01/01/2021 AND Organization -> Is -> *Organization name*. Thus, the plugin will add users that comply with these two conditions to your new contact list.

See more information about grouping contacts in our other guide.

FAQ Add User Condition

4. After you are done, click Save.

Ticket List

In general, the process of creating a Ticket list is almost similar to creating Users list.

The difference is that there are different types of fields in conditions. For example Assignee or Requester name, but obviously, this is a different type of data so fields are various.

To create a Ticket list follow these steps:

1. At first, open the Settings page, and then, go to the List Management tab and select Ticket List tab.

2. In the upper right corner, click the Add new list button.

FAQ Create Ticket List

3. You will see the new page, where you will have to enter the details about the list you would like to create:

List Name - this field is necessary.

Description - this field is optional and you can insert some additional information about the ticket list.

Conditions - depending on the conditions you set, Proactive Campaigns will filter all the tickets.

FAQ Conditions Ticket

Set the needed condition for the ticket list as you did it to the contact list. For example, you need a separate list with solved tickets. So, create the condition Status -> Is -> solved. Therefore, the add-on will produce the list with proper tickets.

FAQ Ticket List Solved4. After you are done, click Save.

Well done, now your contact list and ticket list are successfully created!

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