Relevant to: Demand Acceleration Platform | Content Syndication | Event Lead Management | Social Integrations | Webinar Integrations
General lists can be used to ensure incoming lead data uses standardized values (eg. states, countries, job titles) and for some advanced value mapping purposes. A general list is added to a list type field.
In this article:
Creating a general list
| When you create a new general list, it will be available to assign to any Campaign/Source fields in your Demand Acceleration Platform account. |
Create a general list on the Lists page
1. In the Demand Acceleration Platform, navigate to Campaigns > Lists. This will display all the lists associated with your account.
2. Click Create List and choose General List.
3. The General List modal will appear.
Complete the following:
| Field | Required? | Description |
| List Name | Required | It is recommended to give the list a unique name as you will be able to use it in any Campaigns/Sources. |
| Enforce Case Sensitivity | Toggle on/off |
Switch on to ensure leads match the capitalization of the characters in the list value. eg. Canada - not canada or CANADA. This is switched off by default and can only be turned on when creating a list. |
| Show Duplicates Only | Toggle on/off |
Switch on to view and resolve any duplicates in the uploaded values. This is switched off by default and can only be turned on when creating a list. It is recommended to switch the toggle off once you have used the function to resolve any duplicates, before saving. |
4. Add the list values.
You can add values manually by typing them into the text box. Or paste an entire list of values to automatically add them in bulk.
| It is advisable to remove special characters from list values by first pasting them into a plain text editor (eg. Notepad) and then pasting into the modal. |
Press the enter key and the term will appear in the Value column.
Alternatively, click on Upload List Values to upload values from a .csv or .txt file.
Formatting your general list file
|
Drop the file into the blue box or click browse to select it from your computer.
Once uploaded, you can manually add and/or remove values as needed.
5. Click Create List to finish building the list.
6. Once complete, you will return to the Lists page. Click the list's Options menu to edit the settings or configure list mapping.
Create a general list when adding or editing Campaign/Source fields
1. When building a new Campaign/Source or editing an existing one, go to the Fields tab to create and assign a new general list.
For more information, see Fields tab and the available Field Types & Validations.
2. Click on the field that requires a list (eg. state/province, country). This will open the Field Settings side panel.
- Fields that require a list to be assigned are highlighted red in the Source Fields.
3. Scroll to the Lists section and click Create List to build a new general list.
4. This will open the General Lists modal where you can proceed with the steps outlined above (name the list, define the settings and add values).
Adding a general list to fields
| With Media Partner CPL Sources: list values that are assigned to Source fields will be visible to the associated Media Partner. |
1. In the Campaign/Source > Fields tab, click on the field that requires a list.
For more information, see Fields tab and the available Field Types & Validations.
2. Scroll to the Lists section and click Assign List to add a list to the field.
3. Select the desired list from the modal and click Assign List.
- The modal displays all the lists in the account - use the search functionality to find a specific one.
4. Set allowed and disallowed list values.
By default, all of the values on the list will be set to allowed - ie. a lead will be accepted if it uses a value on the list. If you want to exclude any of the values from the list, so that the lead cannot use a specific value, select it in the allowed column and click the bi-directional arrows to move it into the disallowed column.
- Highlight multiple values in grey to move them from allowed to disallowed.
- Use select all box to highlight all values.
5. Decide how new values should be treated ie. if a lead contains a value that is not on the existing list, you can either allow the new value to be accepted or disallow it. By default, this is set to Disallow.
6. Click Save.
The list is now visible in the Field Settings side panel (and the field itself is no longer red).
Cap the number of leads based on list values
You can use the Set List Cap checkbox to add a limit to the number of leads per list value that can be accepted by the Demand Acceleration Platform.
| A list cap can only be applied to one field in a Source. |
1. In the list Field Settings side panel, click the Set List Cap checkbox.
2. Navigate to the Terms tab and click Set List Value Cap.
3. State the maximum number of leads that can be accepted per list value.
- Set the cap to 0 to state that no leads can be accepted with the list value.
- Leave the cap blank to state that all leads can be accepted with the list value.
Once saved, the list value cap can be viewed on the Source Summary tab.
Leads that exceed the stated number will be rejected by the Demand Acceleration Platform and will state a disposition code of REJECT_LIST_CAP_LIMIT. See Demand Acceleration Platform Dispositions for more information.