Smart Lists are dynamic, automated lists of contacts created based on specific criteria or conditions, such as demographics, behaviors, or interactions with your business.
Unlike static lists, which require manual updating, Smart Lists automatically adjust as contacts meet or no longer meet the criteria set by the user, ensuring that the list is always up-to-date. They can be used for email campaigns, lead nurturing, and personalized communication, ensuring that each contact receives the right message at the right time.
Automatic Updates: Lists can be created or deleted using characteristics like activity, geographic position, or behavior of contributors.
Dynamic Segmentation: Smart Lists allow real-time lists where contacts can be categorized according to their properties or last activities.
Personalization: Smart Lists allow more fine-tuned messages, which if delivered successfully to a contact, capture them at a certain stage of a buyer’s journey.
Improved Targeting: Gain insight on how to target your audience in a better way, how to send appropriate messages to appropriate audiences, and thus increase the level of interaction and conversion.
Time-Saving Automation: It greatly helps reduce the steps needed to maintain the contacts since the lists are updated automatically depending on the criteria set.
Increased Efficiency: Streamline your marketing initiatives by letting Smart Lists allow for contact segmentation and campaign personalization without requiring any editing.
Better Lead Nurturing: Smart lists will help in sending all the content to the leads at the right time, helping to push them down the funnel.
Enhanced Customer Experience: By sending targeted messages based on customer preferences and behavior, you create a more personalized experience that resonates with your audience.
Automate contact segmentation and streamline your marketing and sales efforts through Smart Lists, with an all-in-one marketing & CRM software like EngageBay.
Dynamic Filters: Define automatic lists to filter contact activity, their demographics, engagement, and any other criteria you want to be constantly updated.
Automated Campaigns: Connect Smart Lists to email marketing and marketing automation to deliver appropriate emails to suitable groups at the proper intervals.
Advanced Segmentation: Segmentation of leads into detailed subcategories depending on the further actions with them: lead nurturing, reactivation, and promotion.
Lead Scoring: Use Smart Lists with Lead Scoring to build highly targeted lists of potential buyers likely to convert.
Segmentation Analytics: Monitor Smart List results and adjust your campaigns depending on the engagement metrics.
Step 1: Login to your dashboard.
Step 2: Navigate to Contacts > Lists.
Step 3: In the upper right, click Create List.
Step 4: In the right panel, enter the name of your list and choose the type of list you want — Smart list or Static list.
Step 5: Add Condition to the list if any(applicable only for Smart Lists). All the contacts that satisfy the condition will get added to the list.
Step 6: Once done, click Save. Your list may take some time to process.
Whenever you run a campaign, you can choose the list that you want to target.
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