The Do & Do Not Present Lists feature allows you to create Present or Do Not Present Lists and use them to filter leads based on the list of set parameters on the Buyer, Product, and Campaign levels.

To configure Do & Do Not Present Lists on the Campaign level, go to the Client Management > Setup > Campaigns section. For the selected campaign, click the “Configure” button in the “Actions” column and go to the “PL/DNPL” tab.

  • Buyer level Present & Do Not Present Lists Settings: The block shows the list of present or do not present lists applied on the Buyer level.

  • Campaign level Present & Do Not Present Lists Settings: Select present or do not present list(s) you want to be applied to the current Campaign.

Check the “Copy above settings to the following campaigns” box to copy the PL/DNPL settings of the current campaign to the list of the selected campaigns:

  • Select more campaigns: Select campaigns from the drop-down list.

Read about the Do & Do Not Present Lists on the Product level in this Knowledge Base article.

Read more information about the Do & Do Not Present Lists feature on the Buyer level in this Knowledge Base article.

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