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Customer experience | Sales, Customer Insights,...
Suggested Answer

Searching subscription lists

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Posted on by 261

Hi 

I have 3 questions about subscription lists. 

1. How can i see how many contacts/leads there are in each of my subscription lists? You'd imagine it's a very rudimentary column to have the total number of contacts in a list displayed when viewing all marketing lists. There is only: name, purpose, owner and modified on as the columns. This is some of the most useless data you could possibly display. Surely the member count can be added to these columns?

2. How do you search the contacts in a list? It appears there is no search functionality?! Click manage members allows you to add or remove contact by queries but if simply want to type in an email address and check if a specific user is on this particular list it seems this isn't possible?! It has to be possible without searching for the individual contact and browsing their details. 

3. When you click on the members tab of the list I can view 15 contacts. When you've got thousands of contacts displaying 15 contacts per page is useless. I tried to update my personalisation settings to 100 contacts, but this changed nothing. How do you change the number of records displayed per page? 

Hopefully someone can help here

I have the same question (0)
  • Suggested answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Dan,

    1. By default, there is a calculated field to count total members of the list, you can add it to "01 Active subscription lists" view manually, then publish the Marketing list entity to make change works.

    w1.JPG

    w2.JPG

    Result

    pastedimage1604988650003v1.png

    2. We have two options to search a specific contact.

    Option 1:

    In Members section, click ellipsis button > see associated records to expand the size of view to reveal the search box.

    w3.JPG

    There are only two columns to the associated view by default, we can only search by name or business phone.

    pastedimage1604989028432v2.png

    But we can add Email field to Contact Associated View of Contact entity, then it will enable email address as filter for search.

    w4.JPG

    Option 2: 

    Use Advanced Find, it is capable for most of query requirements.

    pastedimage1604989908429v3.png

    w5.JPG

    3. Personal settings only work for legacy web client, in UCI, we need to set the maximum value in form editor > corresponding subgrid.

    Marketing list entity > Marketing list form(6.0.0.0)

    Scroll down to Members section, open the first Contacts section:

    The name of the section should be contactsUCI.

    pastedimage1604991702631v4.png

    In Formatting tab, set the custom number to Number of Rows property, remember to check the "Automatically expand.." option.

    (The acceptable range is from 2 to 250.)

    pastedimage1604991760633v5.png

    In addition, we can also enable the search box to the view as demand.

    pastedimage1604991842996v6.png

    Save & Publish form.

    Result:

    w6.JPG

    Regards,

    Clofly

  • cloflyMao Profile Picture
    25,210 on at

    Hi Dan,

    Could my answer help you?

    Regards,

    Clofly

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