List Auto Refresh

This morning while working on a nurture, I added a distribution list created in Sugar Sell and got the following popup.

How is this different than Dynamic Distribution Lists?

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  • Hi John,

    Yes, this feature is only for nurtures, because they are ongoing campaigns. For something like a single email, we query the list at the time of send and once email is sent that campaign is complete.

    It can get a little confusing when you consider the different ways people can enter a nurture. For example, if recipients are added to a nurture via form submission, so long as that form is active it will continue adding the recipients to the nurture. Therefore, in a sense, your nurture is  "refreshing".

    However, the auto refresh feature is for list types that wouldn't otherwise be checked again once a nurture is activated. Over time new people may be added to that list and you want those people added to the nurture. The auto refresh features allows you to indicate that you want us to go back and recheck that list and add those additional recipients to the nurture on an ongoing basis at the interval you select in the auto refresh setting. 

    Thanks,

    Jana

    Director, Customer Enablement | SugarCRM