How do I create a User Smart List?

How do I create a User Smart List?

Notes

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Who would use this?

User Smart Lists are great tools to dynamically segment users based on their attributes or actions.You can also use smart lists to send notifications to other users or to yourself.


1.Go Connections > Lists 


2. Select User Smart Lists > Create 


3.  Add in a Name > Description > Filter(s) > click next 


4. Notice that you can choose from an attribute (user record data) or an action (collateral activity, for example).


In the example below, I created a filter for users that lost an opportunity due to price.



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


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

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7. Click Finish -  the list will show you qualifying users




  1. The User Smart List now includes additional conditions for filtering users based on their subscription to drip campaigns. To filter users based on their campaign involvement, use the following steps:

  1. Subscribed to Running Drip Campaign:

    • On the "Conditions" tab, while creating or editing a User Smart List, select the condition "Subscribed to Running Drip Campaign."

    • This will show the total number of users who are currently subscribed to an active, running drip campaign.

  2. Not Subscribed to Any Campaigns:

    • For filtering users who are not subscribed to any drip campaign, select the option "Not Subscribed to Any Drip Campaign."

    • Additionally, you can refine the filter by adding "Subscribed but Not in Running Drip Campaign" to find users who are no longer active in a campaign.

  3. Combine Conditions:

    • To find users who fit either condition, use the "OR" operator to combine the conditions (e.g., "1 OR 2"). This will give you a broader list of users based on their campaign involvement.

This feature helps efficiently filter users based on their engagement with active drip campaigns.


  1. The User Smart List now also includes conditions related to the Events Calendar, allowing you to filter users based on their interactions with events. To use this feature, follow the steps below:

  1. In the Conditions tab, choose "Events Calendar" from the filter options.

  2. You will be able to select from various conditions such as:

    • Events Created On

    • Start Date Events

    • End Date Events

    • Event Title

    • Event Location

    • Event Attendee, and more.

  3. For example, if you want to filter users based on events titled "Event at 3:30", select Event Title, and set the condition to "Contains Event at 3:30."

  4. Save the Smart List, and the users meeting the event criteria will be included in the list.

This feature allows for precise user segmentation based on event participation or scheduling.





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