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What is a SmartList?

Updated over a year ago

This guide explains what Smart Lists are in AgentBase and why they are a game-changer for targeted marketing. It highlights the benefits of using Smart Lists, such as automation, personalization, and improved insights. The guide also provides best practices for creating and managing Smart Lists effectively.


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Tip: πŸ“ What are Smart Lists?


Imagine having a powerful tool automatically segments your contacts based on specific criteria, allowing you to deliver highly targeted and personalized marketing campaigns. That's exactly what Smart Lists in GoHighLevel do for you! πŸ™Œ

Smart Lists are dynamic segments of your contacts that are continuously updated based on predefined conditions. These conditions can include various factors such as contact properties, tags, engagement, behavior, and more. As your contacts interact with your marketing campaigns and take specific actions, they are automatically added to or removed from relevant Smart Lists. ✨

🌟 Why are Smart Lists a Game-Changer?

Targeted Marketing: With Smart Lists, you can create highly targeted marketing campaigns that resonate with specific segments of your audience. You can significantly improve your conversion rates and customer engagement by sending the right message to the right people at the right time. πŸŽ―πŸ“ˆ

Automation: Smart Lists automate the segmentation process, saving you time and effort. As your contacts meet the defined criteria, they are automatically added to the appropriate Smart Lists, ensuring your segments are always up to date without manual intervention. πŸ€–β°

Personalization: By leveraging Smart Lists, you can deliver personalized experiences to your contacts. Whether it's sending tailored email campaigns, triggering specific automation flows, or presenting customized content on your website, Smart Lists enable you to create a unique journey for each segment of your audience. πŸŽ¨πŸ’Œ

Improved Insights: Smart Lists provide valuable insights into your audience's behavior and preferences. By analyzing the characteristics and actions of contacts within each Smart List, you can better understand your target market and make data-driven decisions to optimize your marketing strategies. πŸ“ŠπŸ’‘

πŸ’‘ Best Practices for Using Smart Lists:

Define Clear Criteria: When creating Smart Lists, be specific and intentional with your criteria. Consider the goals of your marketing campaigns and define conditions that align with those objectives. Clear and well-defined criteria ensure that your Smart Lists accurately capture the desired segments of your audience. βœ…πŸ“‹

Keep Lists Mutually Exclusive: Avoid overlapping criteria between different Smart Lists. Each Smart List should represent a distinct segment of your contacts to prevent confusion and ensure accurate targeting. If a contact qualifies for multiple Smart Lists, prioritize the most relevant one based on your marketing goals. πŸŽ―πŸ”

Regularly Review and Update: Monitor and review your Smart Lists to ensure they remain relevant and effective. As your business evolves and your marketing strategies change, update your Smart List criteria accordingly. Remove outdated or ineffective conditions and add new ones to align your segments with your current objectives. πŸ”„πŸ“†

1. Click "Contacts"

2. Click "Smart Lists"

3. Click the Settings icon to bring up filtering options

4. Lets say you want to see all Applicants who applied, but didn't show up for the Final Interview

5. Click here.

6. Click "Application Submitted"

7. Click "Final Interview - no show"

8. Click "Apply"

9. Here is a list of applicants who submitted an application but did not attend the final interview. Use SmartLists to gather the data you need by tinkering with the filters!


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