Dynamic Lists Redesign
New Features
Summary View
The Summary View feature was created to address a major usability gap: users had no way to see their entire dynamic list at a glance. Building complex queries often meant digging through layers of nested logic, making it difficult to catch errors or understand how conditions were structured. Summary View solved this by offering a clear, high-level overview of the full list logic in one place, allowing users to quickly scan, verify, and navigate their queries with confidence.
When users spotted something that looked off, clicking the edit button would take them directly to that area of the list, dramatically decreasing the need to go back and sift through lengthy nested logic.
List Details Tab
The List Details Tab added much-needed transparency by showing users exactly where their lists were used across campaigns, workflows, and other lists. This feature allowed them to assess the potential impact of any changes before making edits, troubleshoot issues more efficiently, and validate membership data. It provided visibility that fostered more confident decision-making and reduced reliance on engineering support for routine inquiries.
Result
Since implementing these updates, users now feel significantly more confident and empowered when building lists. The immediate improvements include:
Users can see and access relevant information quickly without engineering support
Complex logic can be reviewed with ease through the Summary View
Clear visibility into list usage across campaigns reduces risk of unintended impacts
Both power users and occasional users can work more independently and efficiently
Power users can now create and verify intricate lists more efficiently, while occasional users can easily find the information they need without getting lost in complex nested logic. The redesign has made the Dynamic List Builder more intuitive, reliable, and aligned with user workflows.
The overall impact has been faster, more accurate campaign targeting and a smoother experience for everyone involved. Teams can now focus on strategic audience segmentation rather than troubleshooting interface issues, leading to more effective campaigns and reduced dependency on engineering resources.