How to create lists in RevenueHero?

Lists can be created in RevenueHero and used in routing conditions to check values against i.e if the value is part/not part of a list. Here’s how you can create a list:

1. Go to Settings and click on Lists.

2. Click on Create list.

3. Pick the option of your choice from the menu.

• From scratch
• Import from a file
• From a CRM field's values
• Enrichment Data

1. Enter the name for the list.

2. Enter the values you want to add to the list.

Once the list has been created, you can add it to the routing logic.

3. Select the rule you’d like to add the list to and pick the field you want to match against the list.

4. Select the list and choose between is part of a list or is not part of a list.

5. You’re all set!