Segmenting & reporting Accreditation with List Builder

Accreditation data is available in List Builder, so you can segment records on their accreditation status and then email or export the results. In List Builder the criteria are grouped under Goals, even where your account calls the feature Accreditation.

Building an accreditation segment

1. Open Lists from the left-hand menu and click Create list (or open an existing list). Choose the List Category — People, Organisations or Roles — and click Next.
2. On the Conditions stage, click Add Criteria and open the field menu (type Goal to find the group quickly).
3. Expand the Goals group and choose a criterion.
4. Combine and refine criteria until the list returns the records you want.
5. Save the list. Whether it is a live list (re-evaluates as data changes) or a fixed list (a point-in-time set) is set by the List Type on the List Details stage, or by choosing Save as fixed list on the Actions stage — see Live lists vs fixed lists (and converting) (Document ID: 215).

For how rules and And/Or logic work, see Building conditions — rules, criteria and AND/OR logic (Document ID: 219).

Available accreditation criteria (Goals group)

• Goal name — which accreditation framework the record holds.
• Status — the accreditation's status.
• Autorenew — whether it is set to auto-renew.
• Current Period Only — restrict to the record's current period.
• Achieved — whether requirements are met.
• Start Date / End Date — the accreditation period.
• Total Points — the points accrued.

What to do with the segment

• Bulk email (Create email campaign on the Actions stage) — for example, email everyone with Achieved is False in the Current Period to remind them to finish, or congratulate those who have.
• Export results — download the list to a CSV for reporting or to share with program coordinators. See List actions in List Builder (Document ID: 221).
• Reuse the list — a live list keeps re-qualifying records as their points change (ideal for an ongoing "behind on CPD" audience); a fixed list captures a snapshot.

Tips

• Combine Achieved is False with Current Period Only and an End Date within the next month to target members running out of time.
• Pair List Builder with the Accreditation Action Centre: use the Action Centre for monitoring and export, and List Builder to act on a segment (email) or combine accreditation criteria with other attributes.