Author : Raman Gupta
Sitecore Architect

Raman is a Sitecore Certified Professional with over 6 years of development and implementation experience of Multi-Lingual and Multi-Site architecture design and implementations. He is proficient in project execution using agile methodology as a Scrum master with an expertise in DevOps principles as well.

Sitecore List Manager - A walkthrough of Segmented List from Custom Rules

In the last blog, we discussed about Sitecore List manager module and types of Lists. Using the List Manager, you can create Segment Lists segmented with rules. We can use the rules that Sitecore provides out of the box, also we can create custom rules if required. In this blog, we will discuss about how to create custom rules for segmented list using custom facets.

In this demonstration, we will create custom rule to filter out contacts based on their customer status. For that, we have created a custom facet to capture customer status. Refer to this blog to read more about how to set up custom facet.

Sitecore list manager a walkthrough of segmented list from custom rules1

Create Predicate class:

Creating a predicate class requires creation of a class that is inherited from ICondition and IContactSearchQueryFactory as shown:

IContactSearchQueryFactory – To implement CreateContactSearchQuery method. This method is written if we need to create Segment list custom rule.

ICondition – To implement Evaluate method. This method is written if we need to create Marketing automation custom predicate rule.

Sitecore list manager a walkthrough of segmented list from custom rules2

Create condition descriptor in Sitecore:

In order to create a condition descriptor:

- You need to deploy the custom predicate DLL to all core roles - Content Management, Content Delivery, Processing, and Reporting.

- Choose a location for your condition under

- /sitecore/system/Settings/Rules/Definitions/Elements - for example,

- /sitecore/system/Settings/Rules/Definitions/Elements/XConnect - Contact

Sitecore list manager a walkthrough of segmented list from custom rules3

Configure the Automation engine

This step is required if we want to use the custom rule in marketing automation as well.

To configure the Automation Engine:

- Deploy the custom predicate DLL to the Marketing Automation engine and Marketing Automation Operations service.
( \App_Data\jobs\continuous\AutomationEngine)

- Then, you should create a configuration file with the following XML and further add it to the following paths:

- Name of the config should start from sc. and end with .xml like this


Sitecore list manager a walkthrough of segmented list from custom rules4

This is all you need to do for using the new rules to segment a list by custom facet fields in a contact.

After doing all the above configurations, go to list manager and create a new segmented list. Create new segment and add the new custom rule.

Sitecore list manager a walkthrough of segmented list from custom rules5

These are just some basic ideas to start with. If you have not looked at the List Manager, you probably should. It is a valuable addition to the Sitecore marketing suite. If you have any queries or suggestions, reach out to us at or connect with me by


Optimized data and content management with Azure-based solutions for a leading Singapore-headquartered transshipment hub

The customer's existing website was deployed on-premises and leveraged a WCM platform, Joomla. They required a strategic technology partner to carry out Azure migration and eliminate on-premise hosting environment. They also needed managed support services for monitoring website up-time and efficient incident management.

Developed Automation Testing Framework for Sitecore Application to Improve Operational Efficiency

Espire created automated scripts for their daily regression suite for improving operational efficiency & Successfully integrated the automation testing framework with the Sitecore application for easily identifying the CX problems faced by the customers

Designed a DXP Platform to Enhance CX for a UK-based Integrated Marketing & Communications Company

A leading UK-based integrated marketing & communications company which assists businesses in brand deployment, digital transformation, marketing communications and driving customer experience across all digital channels, One of the primary challenge sighted by the client was an absence of an Intranet Portal, which would act as a scalable DXP solution to onboard as many clients as needed

Insurance claims management system top 5 ways to maximize business growth

Insurance companies have been struggling with disparate systems and outdated claims processes for decades. Leveraging claims management software can help brands in the insurance industry automate manual processes and optimize workflows, while improving staff efficiency and reducing operational costs

Top 5 reasons how sitecore experience edge enhances content delivery and digital experiences

Sitecore Experience Edge is a revolutionary SaaS-based platform with headless content delivery capability, which will help brands drive engaging digital experiences and maximize revenue growth. Aimed at improving content delivery across touchpoints, Sitecore Experience Edge does not add any architectural complexity, maximizing both marketing and IT efficiencies

Mitigating the problem of unallocated cash in insurance industry with digital transformation

Businesses in the insurance sector need to deploy agile technology solutions to reinvent complex operational processes and adopt an aggressive strategy for the efficient management of unallocated cash, to strengthen their credit position and build lasting customer relationships

How sitecore dxp platform can help banking and financial sector to drive future ready digital

As more and more brands in the banking and financial sector are adopting a ‘phygital’ operating model, it has become imperative for them to get a 360-degree view of their customer behavior across touchpoints to drive contextual communications catering to their dynamic needs. In this blog, we discuss how the Sitecore DXP Platform is helping brands in the BFSI sector drive personalized digital experiences across touchpoints to bolster growth.

Subscribe To Our Blog

By clicking on "SUBSCRIBE NOW" you acknowledge having read our Privacy Notice.