Dynamic Lists for Enterprise Customers

When you create a dynamic list, Account Engagement checks each of your prospects to see if they belong on the list. This initial process takes several hours if you have millions of prospects in your database.

Dynamic lists continually check for updated prospects. When a prospect's information changes, the dynamic lists checks if they must be added to or removed from the list. When prospect information changes frequently, it can take several hours for a changed prospect to be added to an existing dynamic list.

System Resources

A dynamic list refreshes constantly, adding prospects who match the criteria and removing prospects who don't. The amount of resources used to keep dynamic lists up to date depends on how often your prospect information changes. It also depends on how many dynamic lists you have. For example, these three activities can cause dynamic lists to be updated.

• Syncing information from Salesforce
• A prospect submitting a form
• Using the Account Engagement API to update prospect information

Best Practices for Dynamic Lists

A dynamic list continuously updates. To maximize efficiency in your business unit, keep these points in mind.

• Reduce Data Skew—Where possible, reduce the complexity of relationships between objects. To prevent objects with data skew syncing from Salesforce, consider using multiple business units instead of a single generic one.
• Limit the Frequency of API Updates to Prospect Information—If you use the API to update prospect data, consider running the updates one time per day rather than continuously.
• Verify Dynamic List Logic—To avoid needlessly consuming system resources, always check your list rules before you run a preview.
• Consider Building a Dynamic List Overnight—It takes time and resources to look at each prospect and decide whether to add them to your dynamic list. Consider waiting until the end of the day before clicking Run Rules and populating your list.
• Only Use Completed Lists—After you click Run Rules, we start building your list. If you have millions of prospects in your database, building a list can take several hours. You receive an email when the dynamic list is ready to use. Wait until you receive this email before using the list for the first time.
• Remove or Convert Unnecessary Dynamic Lists—Maintaining a dynamic list uses system resources, so delete dynamic lists that you no longer need or convert them to static. For best performance, we recommend maintaining no more than 1,000 dynamic lists. If you move a deleted dynamic list out of the recycle bin, wait until you receive a confirmation email that the list is restored before sending.