CRM Lists

 

Use CRM Lists to segment the contacts in your CRM. This way, you can create highly focused lists of contacts, then create marketing content specifically targeted to them!

 

Filtering, Sorting, and Searching Lists

Filter lists by the team member that created them using the Filters drop down menu.

Sort your lists alphabetically by list title, email list to which they are assigned, date created, team member, last update, or the number of contacts using the arrows next to the column you'd like to sort by.

Search your lists by title for a specific term by using the search bar.

 

Creating a New List

1. Click + List in the top right corner of the page.

2. Enter a List Name. This will be displayed on the Lists page, so make sure its descriptive enough to differentiate it from the other list names.

3. Enter a List Description. The list description is displayed on each individual list details page. Use this to provide further context to a list to keep things organized.

While name and description are required, the rest of the selections below are optional. Include as many as are needed to build a list of only the contacts that fit the criteria you need. 

4. Select which contacts to include. This is done in several steps so you can dial into specific types, statuses, tags, and more.

Select contact types. This allows you to include only contacts of a specific type. To make this selection easier, the list will populate with all the contact types that were configured during the initial setup.

If needed, select an assignment date. This allows you to find only contacts that were assigned to that type within a specific date rage.

Select contact statuses. This allows you to include only contacts of a specific status. To make this selection easier, the list will populate with all the contact statuses that were configured during the initial setup.

If needed, select an assignment date. This allows you to find only contacts that were assigned to that status within a specific date rage.

Select user assignment. This allows you to find only contacts that were assigned to specific users within your business or organization.

Select tags. This allows you to find only contacts with specific assigned tags. To make this selection easier, the list will populate with all the contact tags that were configured during the initial setup.

Create a custom filter. Custom filters allow you to filter contacts using rules based on your contact fields.

Click Add Custom Filter.

In the custom filter editor, select a method to use as a filter, the options consist of all the active fields that were configured during the initial setup.

Once you've selected a method to sort, select the modifier. The options are:

Modifier	Definition
Is	The contact field is identical to the selected value
Is not	The contact field is not identical to the selected value.
Contains	The contact field contains the selected value somewhere within it's contents.
Does not contain	The contact field does not contain the selected value anywhere within it's contents.
Greater than	The contact field is greater than the selected value
Less than	The contact field is less than the selected value
Greater than or equal to	The contact field is greater than or equal to the selected value
Less than or equal to	The contact field is less than or equal to the selected value

 

Next, select a value from your existing contact fields.

If you're filtering with a field that uses pre-selected values, start typing them to display the dropdown of available values. Click Select All to select them all at once.

Depending on the type of field you're using to filter, you may have the option to select multiple values.

 

While that might sound a bit complicated, its pretty straight forward. Lets look at an example below:

Say you wanted to create a list that only targets customers that spent $100 or more on your Shop App.

Not so bad, eh? Custom rules can really push the limits of how you can segment your contacts. 

5. Review the information entered, when it's complete, click Submit.

 

Editing A List

To edit any existing list, hover over the list name, then click the pencil icon to edit.

 

Deleting A List

Inevitably, a list that was once valuable may no longer serve it's purpose. Whenever that's the case, you can delete the list. Remember, this will remove the list from your account so users can longer be assigned. It will not delete the users that are currently assigned. 

To delete a list:

1. Hover over the list name and click ⋮ icon.

2. Select Delete List.

3. Confirm your choice.

 

Viewing List Logs

The Lists page also tracks all actions that happen within a certain list, referred to as Jobs. When taking action like merging lists together, populating a list with filters, etc it can often be helpful to check in to find out if a job happened successfully, or when it was completed. List logs are a convenient way to quickly get your finger on the pulse. To view these logs:

1. Hover over the name of a list and click the ⋮ icon in the right side of the page, then select View List Logs.

2a. View jobs that have already been completed by clicking Logs.

2b. View jobs that are active or pending by clicking Active/Pending Jobs.

Both views will display the Job/Category, some details to give you more context, and the date info.