Smart Lists are the tools to dynamically segment your contacts based on their attributes or actions.You can also share all contacts within a smart list with other users -- as long as you have permission.  Smart Lists are also used to receive notifications for any drip campaigns to which they are associated.

STEPS

1. To create a Smartlist go to the Connections tab

2. Click on the Connections > Lists. Select Smart List on the left hand side under Folder and click on Create.

3. In the Smart List creator, under Info tab, enter the Name, Description and Filters. (For Filters, start typing a filter name to choose the existing one, or create a new one then select it from the drop-down.) Click Next to move to Conditions.

4. Set Conditions under the Conditions tab. Conditions are based on the Filters which tells the system which contacts should be pulled into your Smart List.

• Start by selecting a drop-down option under Create New Filter For Smart List
  

We have several options in the drop down menu to apply filters.

• Depending on your selection, different drop-down options will appear after you make your first selection.
  
• Once you’ve chosen your Filter, Collateral, Collateral Type & corresponding condition drop-down, click Add to create the Filter
  

• Click on Advanced to set different Filter combination rules based on the filters you’ve made. Brackets keep filters together, while And will combine values, & Or will separate values
  

• After you finish click the Next button to move to Sharing
  

1. The Contacts Smart List now includes new filtering conditions to identify contacts subscribed to running drip campaigns or those not currently engaged. To use these features, follow the steps below:
   

1. Subscribed to Running Drip Campaign:

• Navigate to the "Conditions" tab when creating or editing a Smart List.

• In the dropdown menu, select the condition "Subscribed to Running Drip Campaign." 

• This will display all contacts currently enrolled in running drip campaigns.

2. Not Subscribed to Any Campaigns:

• If you need to filter contacts not subscribed to any drip campaign, use the condition "Not Subscribed to Any Drip Campaign."

• For further refinement, add the condition "Subscribed but Not in Running Drip Campaign" to capture contacts who have been subscribed but are no longer in a running campaign.

3. Combine Conditions:

• To target contacts who fall under either condition (i.e., not subscribed to any or not in a running campaign), ensure you combine these conditions using the "OR" operator in the advanced filter section (e.g., "1 OR 2").

This feature provides more flexibility when segmenting contacts based on their campaign subscription status.

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5. Click Share next to a User’s name to share the contacts in the list with another User (Note: this will not recreate the list within that User’s account, only share the contacts over)

• When you are finished, click Next to move to Notifications & ToDo
  

6. Under Notifications & Sharing, you are able to choose your notifications or if you would like to set a ToDo. Click to enable either a notification and/or an assigned ToDo when a user enters into that Smart List.

Notifications will create email alerts sent to the User in which that Smart List has been created. You can choose what information to include in the email notification by checking off the boxes that appear after you select the check-box next to emails after, “Set Notifications:”. By default, first name, last name, email, mobile number, score, keywords, and comments will be included, and image, document and HTML fields are omitted.

Select the checkbox under Set as To Do in order to have the system make a To Do every time someone enters the Smart List. A To Do is seen on your dashboard like a virtual sticky-note, meant to be checked off once finished. If you are using a CRM that supports To Do integration, it can be set-up to ‘push’ and ‘pull' between softwares.

7. Click the Finish flag button to save, complete and exit your newly created Smart List.