How To Create Smart Lists
Bea
Last Update 7 months ago
Smart lists are an essential tool for managing your contacts. With smart lists, you can sort, filter, and manage contacts with ease, making it easy to keep track of customer data. Here we will take you through the different components of smart lists, and teach you how to create them. By the end of this article, you'll be armed with the knowledge you need to create and use smart lists to improve your contact management process, and ultimately, take your business to the next level.
Creating smart lists is a crucial step in efficiently managing your contacts. By segmenting them according to their position in the sales process or their interactions with your company, you can easily target specific groups with personalized content.
To do so, start by clicking the “+ Add Smart List” button in the Customers tab.
A list of options will then be displayed on the right-hand section of your screen. These options serve as a tool to refine the criteria for your smart lists, making them more relevant and useful.
Click the field at the top to assign a name to your smart list.
Next, click the Advanced Filters option to select a filter from the list and define the conditions that contacts must meet to be included in the smart list.
Filters such as “Is,” “Is Not,” “More Than,” “Less Than,” and “Contains” require specific input values. Meanwhile, options like “Is Empty,” “Is Not Empty,” and “Has Active Campaign” are designed to simply verify the presence or absence of the specified criteria.
Once you have chosen your preferred option, click “Apply” to maintain your filter. Otherwise, click Cancel.
To incorporate multiple criteria into your smart list, use the “And” or “Or” options. The “And” option ensures that only contacts meeting all the specified criteria are included, while the “Or” option allows contacts who meet any of the selected criteria to be added.
Once you have selected the most appropriate option, choose the required filter from the list once again, ensuring that you click “Apply” when completed.
Now it is time to finish setting up your smart list. To do this, simply click the ‘Create’ button located on the bottom right of the page. This button is important as it will officially save your smart list and prepare it for use.
