1. Click "Contacts"
To create a Smart List, navigate to the Contacts section.
2. Click "More Filters"
Click "More Filters" to view the drop-down list of filters.
3. Select Filters
Select the option from the dropdown menu that you wanted to add in your Smart List. You may add two or more option depends on your range.
4. Click "Is Not Empty"
Choose the "Is Not Empty" condition.
5. Click "Apply"
To apply the filter, click on "Apply."
6. Click "Save as Smart List"
To create the selection as a smart list, click "Save as smart list".
7. Name Smart List
Enter the name for the Smart List you wish to add.
8. Click "Save"
Save the new Smart List by clicking on "Save."
9. Check your Smart List
A new Smart List tab will be generated. These lists can be filtered based on various conditions, allowing you to segment your contacts in the most relevant way to your needs.
10. Click "Manage Smart Lists"
Access the Smart Lists management if you want to copy, share, edit or delete your Smart List.
11. Select Action
Here is where you select the action you wish to do.
12. Click "Ok"
Click on the "Ok" button to confirm the desired changes.
13. Click "Columns"
You can also choose which data columns to display, giving you a customized view of your contact information.
14. Tick the box
You customize your page by ticking or unticking the box listed in the columns section, you can modify the view in each list.
15. Click "Last Activity"
A helpful tool when looking for recent activity or filter by people who haven't interacted in a certain period of time is by selecting the "Last Activity" column.
16. Click "Quick Search"
Another tip is to access the Quick Search feature, if you want to find a specific contact on your Smart List. You can search by contact name, email, business name or tag. You can also search by the phone number (minimum 3 digits).
Usage Cases:
Marketing Campaign Segmentation: With Smart Lists, marketers can better target their audience by creating specific lists based on certain criteria. For instance, a business can create a Smart List of customers who have purchased within the last six months and target them with a new product launch campaign.
Customer Relationship Management (CRM): Businesses can use Smart Lists to manage customer relationships more effectively. For instance, a Smart List can be created to identify customers who haven't been contacted in a while, helping ensure consistent customer engagement.
Sales Lead Prioritization: A Smart List can help sales teams to prioritize leads based on specific attributes like lead source, lead score, or recent activity. This enables the sales team to focus their efforts on high-potential leads.
Product Development Feedback: Smart Lists can help identify customers who frequently use a particular product or service. These customers can then be targeted for feedback or reviews, helping with product development.
Customer Retention Strategies: Businesses can create Smart Lists to identify customers at risk of churn, such as those who have reduced their service usage. These customers can then be targeted with specific retention strategies.
Event Planning: For businesses that hold events, Smart Lists can be used to identify potential attendees based on past attendance, location, or interest in event topics. This can help in sending targeted invitations and planning the event capacity.
Customer Support: Smart Lists can help identify customers who have submitted multiple support tickets or have unresolved issues. This allows customer service teams to reach out and improve customer satisfaction proactively.
Accessing, Adjusting, and Cloning Smart Lists
To access your Smart Lists, go to the Contacts section and select a Smart List name from the top to open it.
If you want to modify an existing Smart List, open it, and you'll see the saved filters for that list on the right-hand side.
Select the trash can icon or the X. To modify a filter, click the pencil icon or the dropdown arrow to remove a filter. Use the Save icon to store your changes.
You can manage your Smart Lists by navigating to "Manage Smart Lists" at the top right of the Contacts page. This area lets you duplicate, share, rename, or erase a Smart List using the icons to the right.
1. Under Manage Smart Lists Tab
You can modify an existing Smart List by duplicating, sharing, renaming, or erasing a Smart List using the icons to the right.
2. Click Copy
Click "Copy Smart List" to clone the Smart List.
3. Click Save
Save any changes made to the smart list.
4. Click Share
A global list is created when a smart list is shared with all users. Only an administrator can change filters in a global list and can delete a global list. Only an administrator can change filters in a global list and can delete a global list
5. Select Contact
Select a Contact you want to share your Smart List.
6. Click Save
Save the changes made to the smart list.
7. Click Edit
Click "Edit Smart List Name" to edit the name.
8. Edit
Edit or change the Smart List.
9. Click Save
Click "Save" to edit the Smart List.
10. Click Delete
To erase a Smart List, click "Delete this Smart List".
11. Click Ok
Click "Ok" to delete the Smart List.
Lead nurturing using Smart Lists.
Create a list of all contacts that have never been or have not been contacted in the last 90 days.
1. Go to Smart List > Go to All Tab
2. Click More Filters.
3. Type 'last in the text box, which shows 'Add Filter.' You will see the 'Last Activity' filter as one of the options.
4. Select the last activity filter. Once it is added. Click the 'More Than' radio button. Type in 90 days.
5. Click on the column's dropdown. Select the Last Activity column.
6. Press the + icon to name & save this list.
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FAQs
Q: How do I add pre-existing contacts to an already-made Smart List?
A: Contacts are added automatically to a Smart List if they meet the filter conditions set for that Smart List. For instance, if a Smart List includes all contacts with the "client" tag, any contact tagged as "client" will automatically be added.
Q: Can I manually add existing contacts to an existing Smart List?
A: No, contacts are not manually added to Smart Lists. They are added automatically based on the filters and conditions set for that Smart List. If you add a tag to a contact that matches a filter condition for a Smart List, they will automatically be added to that Smart List.
Q: How can I create a Smart List in Contacts when the filter says "Pipeline" instead of "Filter"?
A: Smart Lists are essentially saved filters. If you wish to create a new one, you should clear the existing filters and add new ones. If you only see "Pipeline", it might be due to a temporary interface issue. Try refreshing the page and attempting the process again.
Q: I'm having trouble adding to an existing smart list. When I try to add more people by clicking "and," it keeps zeroing out the list. What could I be doing wrong?
A: The issue you're experiencing might be related to the filters set for the smart list. Smart lists automatically include contacts that match the set filters. If you're trying to add contacts based on a specific attribute, such as a batch ID, ensure that attribute is included in your smart list filters. If you're still experiencing problems, a useful workaround can be to tag all the contacts you want to include, change the filter to match that tag and add contacts to the list. This way, all the contacts that share the tag will automatically be included in the smart list.
Q: I deleted a contact and didn't want to see the related smart list. Is there a way to delete all records from the smart list?
A: You can delete a Smart List by going to the "Manage Smart Lists" tab. However, remember that the delete option might be greyed out if a Smart list is shared with only one user. To delete such a list, you need to first untick the user. Once the user is unticked, the delete option will become available, and you can delete the smart list.
This guide will walk you through the process of deleting all records from the Smart List in Topline.
1. Click Manage Smart Lists
Navigate to the Smart Lists management section.
2. Click Delete
To erase a Smart List, click "Delete this Smart List".
3. Click Ok
Confirm the deletion action.
4. Greyed Out Trash Icon
Here's another helpful tip to delete a Smart List with a greyed out trash icon.
5. Click Share
To untick the shared user to have access to delete the Smart List.
6. Untick User
Untick the user to remove it from the shared Smart List.
7. Click Save
Save the changes made.
8. Click Delete
Delete icon is no longer greyed out and you can now click "Delete".
9. Click Ok
Click Ok, to confirm the action.
Q: Can I use a Smart List to create a report for conversions from a specific tag within the contacts?
A: Currently, you can create a smart list by filtering based on that specific tag, and this list can be exported as a CSV. However, viewing conversion rates for a specific list is not directly possible. Conversion rates can only be seen from pipeline statuses marked as WON on the dashboard or from adding a source to pipeline cards and seeing the lead source reporting area at the bottom of the dashboard.
Q Can a user delete a smart list they've created if they don't have access to 'manage smart lists'?
A: The only way the smart list can be deleted is to provide the end user with "Contact" page access. They can then go to manage Smart List and delete it. If the user is not supposed to view contacts data, they can be enabled with "only assigned data" from the permission level and provide contact page access.
Q Can users manage smart lists without having 'settings' access?
A: Users cannot manage their smart lists without having 'settings' access. This issue has been added to Topline OS roadmap for future updates.
Q: Is there a way to see who created and shared a smart list?
A: Topline OS does not log information about who created and shared a smart list.
Q: Can all users see Smart Lists or just the user that created them?
A: Smart Lists are created at the user level, not at the location level. However, with "global versus local" Smart Lists, users can now push their Smart Lists to the full account, making them visible to all users.
Q: Can Smart Lists be transferred between accounts or moved into a snapshot?
A: As of the time of writing, no feature allows moving Smart Lists from one account to another or importing them into a snapshot.
Q: Can Smart Lists be shared with others?
A: Yes, you can share Smart Lists. Go to 'Manage Smart Lists' and click the 'share' button to do this.
