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Knowledgebase: Smart list
How do I create a smart list?
Posted by The Team at Mindmatrix on 21 July 2015 07:21 AM
  • Smart Lists are great tools to dynamically segment your contacts based on their attributes or actions.
  • You can also use smart lists to send notifications to other users or to yourself.
  • To create a smart list, go to the connections section of your account.
  • Click on the blue "Create smart list" button.

 

 

  • On the info page, name your smart list.

2015-07-09_1032.png

  • Next, set up your filters(s).

 

  • Notice that you can choose from an attribute (contact record data) or an action (collateral activity, for example).
  • In the example below, I created a filter for collateral activity > Any Email + opened:

 

  • Click the "add >>" button to add this to your list of filters.

 

2015-07-09_1035.png

 

  • Once you add those filters, you can choose a timeline and if you would like to show anonymous contacts who complete an action.  

2015-07-09_1037.png

 

  • If you click on the "Advanced" tab, you'll see that you have one filter selected.

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  • Notice that you have the option of combining filters, as shown by the example text.

2015-07-09_1045.png

  • In the example below, I have combined 3 filters to create this smart list. Every contact in this list:

- Opened an Email

AND

- Located in state/province that contains "WA"

OR

- Did not click on any links

2015-07-09_1048.png

  • After you finish creating filters for your smart list, click the “next” button.

2015-07-09_1049.png

  • You will then be able to choose your notifications or if you would like to share this smart list with any other user.

2015-07-09_1051.png

 

 

Creating Notifications

  • When you are finished choosing your notifications and who you would like to share the smartlist with, click “next” to save your smart list.

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