[Solved] [Known Issue] Adding a contact to an account-wide global list will not auto-add it to a segment within the list if the condition is based on a custom field


Phew! That was a little wordy. This only applies to folks using custom fields in your contact lists, as well as segments. New contacts will not be added to a segment automatically if the segment’s condition is based on a custom field. If it’s a standard field (Organization, Division, etc), the contact will be added to the segment upon creation.

Patrick - Survey McDuck asked

    Best answer


    Hey guys,

    After looking at this one we’ve decided not to address this issue. These two features (custom field names and auto-adding a contact to an existing segment), do not work together. The workaround is to recreate your segment after uploading contacts.

    Let us know if you have any questions or concerns.

    Patrick - Survey McDuck answered


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