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Creating Smart Lists - When and how to use each field type

  • By Danielle Mahler
  • Published: Dec 17, 2020
  • Duration 20m
  • Average rating: 0 No reviews

Outline

Smart Lists are used to target specific groups of clients who share some common trait (zip code, membership type, purchased a specific item) in your marketing campaigns and automations. Your smart lists are customizable allowing you to create an endless number of smart lists directed towards groups both big and small.

Want to create a members-only email? Smart lists can do that!

Want to a create a members-only email for clients who've made a purchase in the last month? Smart lists can do that too!

Want to create a members-only email for clients who've made a purchase in the last month and paid by gift card and live in a specific zip code? You get the idea.

And because smart lists are updated automatically, you'll never need to manually update your mailing list. As clients become eligible (or ineligible) for a list, the marketing suite automatically updates its lists to ensure your communications are only sent to the right customers—no matter how specific your conditions may be.

Our videos below will walk you through creating your smart lists using three different filter types:

  • Contact Field Filter
  • Interaction History Filter
  • Contact List Filter

The Contact Field filter

The contact field filter allows you to filter by a piece of information in the client's profile, such as last name, phone number, state, gender, membership status, etc.

The Interaction History filter

The interaction history filter allows you to filter by client action, such as a recent booking for a specific service, a purchase, if the client called or texted recently, provided feedback, etc.

The Contact List filter

The contact list filter uses the lists already created for you. This allows you to combine two or more lists into a new list, or add filters to an existing list

As you can see, there are endless possibilities to the information that you can instruct the system to look for. The key is to give your site the right instructions on what to search for.

When in doubt, do as we did in the earlier examples and use the sub filters, operators, and values to build sentences that resemble your end goal.

It will help you achieve the logic that the system best understands.

For ideas on how to create commonly used smarts lists, please check out the links below.

More resources