{ How a Calculating List of Contacts Works }


You’ve probably never thought about calculating contacts but you do it all the time! Let’s say you’re going to have a meeting. In your head you think; I need to invite Sam and Jill from Marketing, in Engineering I want Mike but definitely not Nick, and finally Matt, Tammy and Sue from production.

There, you are calculating contacts. You chose people from various groups (departments), included some and excluded others. That is how calc{list} works too.

Calc{list} is a list of people: your contacts. The list name defines the group, category, task, activity, or stage people are in. The lists can be combined to make new dynamic lists that automatically calculate to a new group of people.


Take a look at the calc{list} in edit mode below. Notice that the {Newsletter} contains both contacts and other (nested) lists such as {Customers}. Additionally, some lists are marked to indicate how they should be calculated. For example, contacts in {Opt Out} are to be excluded from the final list.

On the right is the {Newsletter} after it has been calculated. The thing to remember is that a calculated list always returns only one instance of a contact. So if a contact is in several of the lists, contained in the edit area, the contact will still only appear once in the final calculated list.

EDIT MODE                                                    CALCULATED

Pretty simple, right? Now let’s dig a little deeper and look at how lists can be Static or Dynamic. If there were only contacts listed in the {Newsletter} edit area the list would be considered static because after calculation the list would never change without re-editing the contacts in the edit area again.

However, our {Newsletter} is dynamic because it contains other nested lists. This is exciting because what this means is that when we add new contacts to the {Customers} list our {Newsletter} list is re-calculate automatically and includes the new contacts. List management has never been this easy!

Are you starting to see how powerful calculating lists can be? Keep exploring, there are many more features to calc{list} with Passive Automation.

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