Manage Smartlists

Smart Lists are innovative contact lists that allow users to customize and filter contacts based on specific conditions, such as custom fields. You can select which columns to display, and the Smart Lists update in real-time as contact data changes. Moreover, they've been enhanced with advanced conditions that allow the inclusion of contacts added between the time an Email campaign is scheduled and when it's sent out, making it a dynamic and flexible tool for effective campaign management.

What are Smart Lists?

Smart Lists are a feature in certain software platforms that provide a dynamic and customizable way to organize and manage contact lists. Rather than static lists, Smart Lists are dynamic and updated in real time based on specific criteria or conditions set by the user. These conditions include certain behaviors, attributes, or custom fields relevant to your contacts.

For example, if you have a contact list for an email campaign, a Smart List could automatically update to include new contacts that meet the criteria you've specified since the campaign was first created. This allows for real-time, automated updates to your contact lists, making them "smart."

These lists can be filtered based on various conditions, allowing you to segment your contacts in the most relevant way to your needs. You can also choose which data columns to display, giving you a customized view of your contact information.

Usage Cases:

Marketing Campaign Segmentation: With Smart Lists, marketers can better target their audience by creating specific lists based on certain criteria. For instance, a business can create a Smart List of customers who have purchased within the last six months and target them with a new product launch campaign.

Customer Relationship Management (CRM): Businesses can use Smart Lists to manage customer relationships more effectively. For instance, a Smart List can be created to identify customers who haven't been contacted in a while, helping ensure consistent customer engagement.

Sales Lead Prioritization: A Smart List can help sales teams to prioritize leads based on specific attributes like lead source, lead score, or recent activity. This enables the sales team to focus their efforts on high-potential leads.

Product Development Feedback: Smart Lists can help identify customers who frequently use a particular product or service. These customers can then be targeted for feedback or reviews, helping with product development.

Customer Retention Strategies: Businesses can create Smart Lists to identify customers at risk of churn, such as those who have reduced their service usage. These customers can then be targeted with specific retention strategies.

Event Planning: For businesses that hold events, Smart Lists can be used to identify potential attendees based on past attendance, location, or interest in event topics. This can help in sending targeted invitations and planning the event capacity.

Customer Support: Smart Lists can help identify customers who have submitted multiple support tickets or have unresolved issues. This allows customer service teams to reach out and improve customer satisfaction proactively.

How to use Smart Lists?

Setting Up a Smart List

1. Go to Contacts > Contacts/Smart Lists and hit "More Filters."
2. Pick one or multiple filters from the dropdown menu on the right side of your screen.
3. After choosing a filter, input the necessary details and click “Apply” to secure your filter.
4. To add more filters, select the “AND” option.
5. To permanently save your filter(s) as a list, click “Save as smart list” at the bottom of your screen.

Granting Access to a Smartlist to other Users

1. You can manage your Smart Lists by navigating to "Manage Smart Lists" at the top right of the Contacts page. This area lets you duplicate, share, rename, or erase a Smart List using the icons to the right.
2. Click on the 3 dots and allow access to specific users or all users

FAQs

Q: How do I add pre-existing contacts to an already-made Smart List?

A: Contacts are added automatically to a Smart List if they meet the filter conditions set for that Smart List. For instance, if a Smart List includes all contacts with the "client" tag, any contact tagged as "client" will automatically be added.

Q: Can I manually add existing contacts to an existing Smart List?

A: No, contacts are not manually added to Smart Lists. They are added automatically based on the filters and conditions set for that Smart List. If you add a tag to a contact that matches a filter condition for a Smart List, they will automatically be added to that Smart List.

Q: I deleted a contact and didn't want to see the related smart list. Is there a way to delete all records from the smart list?

A: You can delete a Smart List by going to the "Manage Smart Lists" tab. However, remember that the delete option might be greyed out if a Smart list is shared with only one user. To delete such a list, you need to first untick the user. Once the user is unticked, the delete option will become available, and you can delete the smart list.

Q: Can all users see Smart Lists or just the user that created them?

A: Smart Lists are created at the user level, not at the location level. However, with "global versus local" Smart Lists, users can now push their Smart Lists to the full account, making them visible to all users.

Q: Can Smart Lists be shared with others?

A: Yes, you can share Smart Lists. Go to 'Manage Smart Lists' and click the 'share' button to do this.