Lists are a great way of organizing your network. You can group people by many different ways, for example:
- By role: CEOs and co-founders
- By a past event: Dreamforce 2015
- By a skill or interest: Foodies (note: in Nudge you also want to use Interest tagging, as the system will recommend content that will match a person’s interest)
Once you have a list, you can then use it to filter the Network News feed, and only see updates from the people in that list. For example, you may be trying to raise financing for your business, and want to use your “venture list” to look through all of your venture contacts and see what is going on in their lives, before you reach out.
How do I Create a List?
You can create lists from the Network News feed:
- Find a person you want to add to a list
- Click on Add to List
- Select the list(s) you want to add the contact to
- OR click on New and create a new list to add the contact to
- Once done, when you return to the contact, you will see the lists they are members of
You can also create lists from the Contacts area of the app.
- Search for the contact(s) you want to add to a list, using any of the criteria available in the filters
- Select each contact you want to add to a list
- Click on Add to List
- Select the list(s) you want to add the contact to
- OR click on New and create a new list to add the contact to
You can also edit any of the names of the lists from the contacts page by clicking on Lists
Finally once your list is created, you can go back to Network News and use the drop-down at the top to filter the feed by a specific list.
What’s Coming Next for Lists?
- Ability to set a communication cadence for a list: e.g. once every three months
- Ability to source the Nudge Daily Email report from a selection of lists