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How to Create a Comparison List

How to Create a Comparison List

In this example, you will compare data from Instagram and Twitter to see if there is a common follower between the two social media accounts, so that you can find those similarities. If you need to find differences instead, you can select Show differences for the Comparison type in Step 6.

A compare list is used to find similarities or differences between two lists using fields with a common field type like an email.

The steps below detail how to compare data from two separate connectors. This scenario compares two standard connector lists using the common field Name.

First, you will create the Comparison List Container, and then select which lists you will be comparing. Finally, you will configure your comparison list to show the data important to you.

1. Select Connectors from the left navigation to open the Connectors page.

Main menu in Popdock with Connectors highlighted.

2. Select the Edit icon next to the connector that you would like the compare list to show up under.

Select the connector you view as the primary source of data for your compare list.

3. Select Lists on the left navigation pane.

4. You will see the default lists available on the List page.  In addition, you have a Custom lists section.  If you have not created a custom list for this connector yet, you will have the four options shown below.  Select Click here to add a custom list that compares 2 lists

If you have already created custom lists for the connector, you will see your custom lists here and Add custom list.  Select Add custom list and then select Comparison from the dropdown.

For more information on each type of list, please see the following Knowledge Base article:  Getting to know custom lists.

5. Now you are ready to create your comparison list starting with completing the list settings.  Give the comparison list a name. For item name in this example, you can use “Followers”, and the item singular is “Follower”. Then choose the Comparison type.

When naming your list, it is recommended that you develop a naming convention for your lists such as: Date, Description, Use, Initials for future reference/use. 

For example: “ContactContact + Shopify_EmailCampaign_March 2018_MH”

The data you input on this screen will save automatically.

6. Select which lists you will compare. For the Compare from list, select Instagram for the Connector and Followers for the List.  Then for the Compare to list select Twitter for the Connector and Followers for the List.

7. Choose the matching fields to compare and add the fields you want displayed on the comparison list. Select Fields on the left navigation pane and then Click here to add matching fields.

In this example, you are comparing the From field “Name” from Instagram to the “Name” field from Twitter.  Once you have selected your fields to compare, select Add.

8.  Now you can set the fields you would like to display on your list.

9.  After you have added the fields to compare and have set your fields to display on the list, you can now set your default fields for your list. Scroll down and expand the Default fields section. Select Click here to add default fields. Select the fields you want as default fields and then select Add.

10. After you selected your default fields, your list is ready to be used by creating a new tab.  From the Popdock homepage, select Add new tab. Select the Connector in which you added the compare list. 

Next, select the Group if you added your list to a group.

Then select your comparison list from the dropdown list and select Default View for the favorite.

Select Add.

You have now created a compare list. You can filter, sort, export, or take action from your report.

Questions on comparison lists? Email support at support@eonesolutions.com

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