Smart lists are an essential tool for managing your contacts. With smart lists, you can sort, filter, and manage contacts with ease, making it simple to keep track of customer data. Here we'll walk you through the different components of smart lists and show you how to create them. By the end of this article, you'll have everything you need to create and use smart lists to improve your contact management process.
Creating New Smart Lists
Creating smart lists is a key step in managing your contacts efficiently. By segmenting them according to their position in the sales process or their interactions with your company, you can easily target specific groups with personalised content.
To do so, start by clicking the "+ Add Smart List" button in the Customers tab.
Applying Filters
A list of options will then appear on the right-hand side of your screen. These options let you refine the criteria for your smart lists, making them more relevant and useful.
Click the field at the top to give your smart list a name.
Configuring Your Filters
Next, click the Advanced Filters option to select a filter from the list and define the conditions 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. Options like "Is Empty," "Is Not Empty," and "Has Active Campaign" simply verify the presence or absence of the specified criteria.
Once you've chosen your preferred option, click "Apply" to save your filter. Otherwise, click Cancel.
Applying Multiple Filters
To add multiple criteria to your smart list, use the "And" or "Or" options. The "And" option ensures only contacts meeting all the specified criteria are included, while the "Or" option includes contacts who meet any of the selected criteria.
Once you've selected the appropriate option, choose the required filter from the list again and click "Apply" when done.
Sorting Contacts
To arrange contacts in a particular order, expand the sort by menu and choose whether to sort the field in ascending or descending order. To remove a sorting option, click the "x" beside the field.
Customising Fields
Click the Fields menu to choose which columns are displayed in your smart list. By default, the client name field will be selected and locked as the first column.
Saving Your New Smart List
Once you're happy with your settings, click the 'Create' button in the bottom right of the page. This will save your smart list and make it ready to use.
Created Smart Lists
After creating your new list, it will appear in the top row so you can find it easily.
Clicking the list will display the contacts that meet the filter criteria, sorted according to the list configuration.
With smart lists in place, you can save time and focus on reaching the right people at the right time, improving your lead generation and conversion rates.