General lists let you group values associated with an attribute so you can affect payments for all of them at the same rate. For example, if you want to increase the payout by 10% for certain customer cities, add those cities to the same list, then reference the list in your payout rules instead of configuring a separate rule for each city.
Create & map a general exception list
Creating a general list is a three-step flow: first, you define the list, add its values, then reference the list in a payout rule.
1
Create the list
From the top navigation bar, select [User profile] → Settings.
On the right, under Exception Lists, select General.
Enter a name for the list in List Name.
Under Associate Event Type, select the event type to associate with the exception list.
Optionally, select Show advanced settings to set a match expression. Enter a regular expression to match specific patterns.
Select Save and Add Items to continue and add values to the list, Save to save the list without adding items yet, or Cancel to discard the list.
2
Add values to the list
After you select Save and Add Items, the [List Name] : Add General Values screen opens. Under Add Value Items, add values one of two ways:
Enter values manually: enter a Value and, optionally, a Display Value, then select Add Item to add another row.
Upload a file: under Upload CSV or Excel File, select Choose file and select a .csv or Excel file. Select Show/hide file format details to review the required file format.
Select Save to save the values, or Cancel to discard them.
3
Reference a list in a payout rule
Modify or create the template term where you want to use the general exception list.
Next to the payout modification, configure the payout rule by adding the attribute associated with the exception list, for example Customer City.
In the rule's operator dropdown menu, select in list, not in list, or when present is not in list, depending on which conversions you want the rule to affect.
in list: The rule applies when the attribute's value is found in the list you select.
not in list: The rule applies when the attribute's value is not found in the list you select.
when present is not in list: The rule applies only when the attribute has a value, and that value isn't found in the list you select. Use this if you want to leave conversions untouched when the attribute is missing entirely, rather than treating a missing value the same as one that doesn't match.
Note: Date, money, and numeric attributes don't support in list, not in list, and when present is not in list.
In the text box, add the general exception list by typing the list's name.
Select Add.
Update, view, or remove a general list
Note: When you update a general list, the payout rule referencing the list will use the updated version.
On the General Exception Lists screen, hover over the general list you want to update, then select [More].
Choose your action:
Edit: Update the list's name, associated event type, or match expression.
Add Value: Add more values to the list, either manually or by file upload.
View Values: View the list's current values without downloading it.
Clear Values: Remove all values currently in the list.
Deactivate: Stop the list from being available for use, without deleting it. When deactivated, the list's status will update to Deactivated.
You can either reactivate or delete the deactivated list.
Download CSV: Export the list's current values as a .csv file.
