Hi!
I was wondering if anyone is successfully using Actionable Lists in NPC? I have been playing around with Actionable Segmentation and Lists in our Sandbox and have been only partially successful in setting it up. I have some random questions. If anyone has any insight - I would appreciate it!
- We have been told by some consultants and I have read in some formums not to use Interest Tags as they are difficult to report on and have some other limitations. Actionable Lists uses Interest Tags so I guess my question is it worth using them to use Actionable Lists?
- Our ultimate goal is to generate these lists and then use them in Marketing Cloud (Engagement, not NEXT) but I am unsure how to do this and can't seem to find much documentation on doing this. Has anyone done this?
- When trying to "Add more members" to an Actional List, I selected additional members and click add members and nothing happens. I am assuming this is a bug?
- For those that are using Actionable Lists, what other purposes are you using them for?
Thanks in advance for any information, documentation, etc!
Thanks!
@Nonprofit Cloud (Agentforce Nonprofit)
I have seen similar challenges with Actionable Lists, especially around Interest Tags and getting the resulting segments into Marketing Cloud. Test the full workflow in a sandbox first, including reporting and sync behavior, before relying on it in production. For nonprofits, it’s also worth keeping the underlying constituent data clean and verified so the lists remain useful for outreach and follow-up.
