Why Smart Lists Matter
Your contact list is one of the most valuable assets in your business. But simply collecting customer information isn't enough—you need to actively use it.
Why should you use Smart Lists?
Lower customer acquisition costs – Engage existing leads instead of always finding new ones.
Target the right people – Not every contact is relevant for every offer.
Increase conversions – Send personalized messages to the right people at the right time.
With Smart Lists, you can filter your contacts based on specific characteristics, ensuring precise targeting for marketing campaigns.
How Smart Lists Work
A Smart List is a saved filter that allows you to segment contacts based on:
✅ Contact details (name, phone number, email, address)
✅ Engagement (email opens, SMS replies, form submissions)
✅ Tags (previous purchases, interests, source of contact)
✅ Source (Facebook, TikTok, website opt-ins, etc.)
✅ Do Not Disturb (DND) status
Key Concept: The Smart List Framework
When creating a Smart List, think in two key steps:
Validate or Invalidate – Define what data points must be present (e.g., valid email, valid phone number).
Include or Exclude – Select specific groups of contacts based on behavior, location, tags, or other criteria.
Step-by-Step Guide: Creating a Smart List
1. Define Your Valid Data Points
Before segmenting, ensure your contacts have the necessary information for outreach. Use these filters:
First Name is not empty
Phone Number is not empty (if calling)
Email is not empty (if emailing)
Address is not empty (if targeting by location)
DND Status is not on
This ensures you’re only targeting contacts with usable data.
2. Include & Exclude Specific Contacts
Now, refine your list based on specific characteristics:
✅ Target past buyers: Filter by tags (e.g., "wolf t-shirt buyer") to find customers who previously purchased a specific product.
✅ Source-based segmentation: Find contacts from a specific channel (e.g., Facebook, TikTok, Google Ads).
✅ Behavioral targeting: Include people who opened an email in the last 30 days but haven't purchased yet.
✅ Location-based targeting: If you serve multiple cities, filter by address or ZIP code to market locally.
3. Using “AND” vs. “OR” in Filters
AND: All conditions must be true (e.g., must have a phone number AND have purchased before).
OR: At least one condition must be true (e.g., contacted via Facebook OR via TikTok).
Use OR when running similar offers to multiple groups with slight differences in messaging.
4. Save & Name Your Smart List
Once your filters are set:
Click "Save as Smart List."
Name it descriptively (e.g., "Facebook Buyers with Full Contact Info").
Share it with your team so they can use it for marketing and outreach.
Best Practices for Smart Lists
✅ Keep your Smart Lists updated – Review them regularly to keep your marketing relevant.
✅ Use descriptive names – Helps you quickly find and use the right list.
✅ Combine with automation – Smart Lists can trigger email sequences, SMS campaigns, or follow-up calls.
✅ Avoid overcomplicating filters – Start with basic segmentation and refine as needed.
Final Thoughts
Smart Lists unlock the true value of your contact database. By filtering and targeting the right people with the right messages, you’ll increase engagement, lower costs, and improve conversions.
Next Steps
In the next video, we’ll dive deeper into using tags effectively to further segment and personalize your marketing.