Smart Lists

Smart Lists Overview

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.

Smart List Use Cases

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?

  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.

Accessing, Adjusting, and Cloning Smart Lists

  1. To access your Smart Lists, go to the Contacts section and select a Smart List name from the top to open it.

  2. If you want to modify an existing Smart List, open it, and you'll see the saved filters for that list on the right-hand side.

  3. Select the trash can icon or the X. To modify a filter, click the pencil icon or the dropdown arrow to remove a filter. Use the Save icon to store your changes.

  4. 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.

Lead Nurturing using Smart Lists

Create a list of all contacts that have never been or have not been contacted in the last 90 days.

  1. Go to Smart List > Go to All Tab

  2. Click More Filters.

  3. Type 'last in the text box, which shows 'Add Filter.' You will see the 'Last Activity' filter as one of the options.

  4. Select the last activity filter. Once it is added. Click the 'More Than' radio button. Type in 90 days.

  5. Click on the column's dropdown. Select the Last Activity column.

  6. Press the + icon to name & save this list.

pageSmart Lists FAQ

Last updated