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 New Smart Lists #

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.

Applying Filters #

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.

Configuring Your Filters #

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.

Applying Multiple Filters #

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.

Sorting Contacts #

To arrange contacts in a particular order in the list, expand the sort by menu and choose whether to sort the field in ascending or descending order. To remove a sorting option, simply click the “x” beside the field.

Customizing Fields #

Click the Fields menu to choose the columns that should be 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 #

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.

Created Smart Lists #

After you have created your new list, it will show up in the top row to make it easier for you to locate.

Clicking the list will display the contacts that meet the filter criteria, then sort them based on the list configurations.

With defined smart lists, you can save time and focus on reaching out to the right people at the right time, ultimately improving your lead generation and conversion rates.

Frequently Asked Questions #

How do I create a new Smart List? #

Click the + Add Smart List button in the Customers tab, name your list, apply your filters, and click Create to save it.

What kinds of filters can I apply to a Smart List? #

You can use filters such as “Is,” “Is Not,” “More Than,” “Less Than,” and “Contains,” which require input values, as well as presence-based filters like “Is Empty,” “Is Not Empty,” and “Has Active Campaign.”

What is the difference between the “And” and “Or” filter options? #

The “And” option includes only contacts that meet all specified criteria, while the “Or” option includes contacts that meet any of the selected criteria.

Can I sort and customize the columns in a Smart List? #

Yes. You can sort contacts in ascending or descending order using the sort by menu, and use the Fields menu to choose which columns display. The client name field is locked as the first column by default.

Where do my Smart Lists appear after I create them? #

Once created, a Smart List appears in the top row for easy access. Clicking it displays the contacts that match its filter criteria, sorted according to the list configuration.

Why should I use Smart Lists? #

Smart Lists save you time by letting you reach the right people at the right time, helping improve your lead generation and conversion rates.