Creating Smart Lists

To begin creating a smart list, follow these steps:

Access Filter Menu: Navigate to your contact list and select the “More Filters” button located at the top right corner. This action will open a variety of filtering options for you to choose from.

Selecting Filters: Click on a filter item to start the segmentation process. You can customize your selection based on specific needs. If you require multiple smart lists with different filters, simply repeat this process with varied selections for each list.

Applying Filters: After selecting a filter, fill in the necessary details and click “Apply” at the bottom right of the page. To add more filters, press the “+ And” or “+ Or” button until you’re satisfied with your selection.

Saving Your Smart List: Once all desired filters have been added, click ‘Save as Smart List’ at the bottom of the page. A popup will appear where you can name your smart list. Ensure you click the green ‘Save’ button to secure your smart list.

Managing Your Smart Lists

Hiding Filters List: After setting your filters, you can collapse the filter side menu by clicking on the ‘X’ button. This provides a cleaner interface to view and manage your contacts.

Deleting a Smart List: If you need to delete a smart list, navigate to “Manage Smart List”. From there, you can select the smart list you wish to remove and proceed with deletion.

Troubleshooting and FAQs

What if my smart list isn’t updating?: Ensure that the filters are correctly set and that the criteria match the contacts you expect to see. Sometimes, adjusting or removing certain filters can resolve the issue.

Can I share smart lists with team members?: Yes, smart lists can be shared with team members within the CRM. Look for sharing options within the smart list settings.