You can use the List Builder to create three list types: Custom User Lists, Community Member Email Lists, and Community Dashboard Lists.
NOTE: Community Member Email Lists and Community Dashboard Lists are only available if your organization licenses the optional Group Manager module.
To access the List Builder:
- In the Admin Toolbar, click Admin.
- Navigate to Users > List Builder.
- Select a list type from the menu to manage its existing lists and create new ones.
Custom User Lists
Use these lists to create custom queries of users meeting the defined criteria. In addition to the standard Higher Logic reports, these lists are often used as a reporting tool; because of the extensive (and customizable) criterion available, they enable you to gain a deep understanding of user activity, engagement, and membership across your Higher Logic Thrive Community.
TIP: You can export these lists as a .CSV, Excel, or text file.
Create a Custom User List
- Click Create.
- From the first menu, select the criterion that meets your needs (e.g., is not a member of any community) and click Add.
- You can add additional criterion, if needed, to create more complex queries. Simply select another criterion and click Add again. All selected criterion are listed in the area below.
TIP: After clicking the drop-down, you can type in the search field at the top to quickly filter the criterion you're looking for.
- Some criterion have one or more aspects that must be defined. In the image above, you'll see that we needed to select a specific community and define the number of days.
- When more than one criterion is selected, they can have either an AND or an OR relationship, controllable via the associated buttons to the right. Select the appropriate option best suited for your query.
- Give your user list a name. Make sure it's descriptive to help other admins understand who it's targeting.
- Click Save to create your custom list. It is now listed on the Custom User List page, where it can be run, edited, copied, and deleted.
TIP: In the Group Name field, you can assign an optional group to the list, which is simply a way to organize similar lists. For example, if you assign the "Engagement" group to three lists centered around accessing user engagement, you can select this from the Groups menu to quickly manage these three lists.
TIP: Click the Calculate Who Qualifies button to see how many users meet your criteria. This is a great way to see if your selected criteria are achieving the results you want, and if not, tweak them.
Run a Query
All created lists are available on the Custom User List page. To run a list query, select View List from its Actions menu to see all resulting users.
In the dialog, the name, company, and email of each user is provided.
TIP: You can export these lists as a .csv, Excel, or text file!
Community Member Email Lists
NOTE: This list type is only available if your organization licenses the optional Group Manager product. See Group Manager Overview to learn more.
Community Member Email Lists are simply segments of users meeting one or more criterion, and are used to target emails to specific members within a community (e.g., only those members who've joined a community in the past 30 days, etc.). There are dozens of criterion available, giving you the flexibility to target just about any group of users you want.
In addition, several default best practice (BP) email lists are available.
Create a Community Member Email List
See Manage Email Templates to learn how to create these lists.
How are these lists used?
On the Admin > Email > Email Management > Email Templates page, you can create custom email templates. Before these templates can be used, though, they must be assigned to one of these Community Member Email Lists.
Once created, these lists are selectable in the To line when creating a community email:
Community Dashboard Lists
NOTE: This list type is only available if your organization licenses the optional Group Manager product. See Community Dashboard to learn more.
Community Dashboard Lists are used to query data that is presented in a Community Dashboard widget, which are added to a community's dashboard.
To access a community's dashboard, click Settings > Dashboard.