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Getting Started with Smart Lists in Stack

Smart Lists in Stack offer a dynamic and customizable way to manage your contacts. These lists automatically update in real-time based on specific conditions you set, such as custom fields. This feature is particularly useful for campaigns, as it can include contacts added between the scheduling and sending of an email campaign, ensuring your list is always current and effective.

What are Smart Lists?​

Smart Lists are dynamic contact lists that update automatically based on criteria you define. Unlike static lists, Smart Lists adapt to changes, allowing you to segment and organize your contacts efficiently. For example, if you create a Smart List for an email campaign, it will automatically include new contacts that meet your specified criteria, ensuring your list is always up-to-date.

Usage Cases​

  • Marketing Campaign Segmentation: Target specific audiences by creating lists based on criteria like recent purchases. For instance, create a Smart List of customers who bought from you in the last six months to target with a new product launch.

  • Customer Relationship Management (CRM): Use Smart Lists to maintain customer engagement by identifying those who haven't been contacted recently.

  • Sales Lead Prioritization: Prioritize leads by attributes such as lead source or recent activity, focusing efforts on high-potential leads.

  • Product Development Feedback: Identify frequent users of a product for feedback and reviews to aid in development.

  • Customer Retention Strategies: Spot customers at risk of churn and target them with specific retention strategies.

  • Event Planning: Identify potential event attendees based on past attendance or interest, aiding in targeted invitations and capacity planning.

  • Customer Support: Recognize customers with multiple support tickets to proactively improve satisfaction.

How to Use Smart Lists​

Setting Up a Smart List​

  1. Navigate to Contacts > Contacts/Smart Lists.
  2. Click More Filters.
  3. Choose one or more filters from the dropdown.
  4. Enter the necessary details and click Apply.
  5. To add more filters, use the AND option.
  6. Click Save as smart list to save your filters.

Accessing, Adjusting, and Cloning Smart Lists​

  • To access a Smart List, go to the Contacts section and select a list by name.
  • To modify a Smart List, open it and adjust the filters on the right-hand side.
  • Use the pencil icon to edit or the trash can icon to remove filters. Save changes with the Save icon.
  • Manage your lists by selecting Manage Smart Lists at the top right of the Contacts page, where you can duplicate, rename, or delete a list.

How to Filter by Custom Fields​

Create a list of contacts not contacted in the last 90 days:

  1. Go to Smart List > All Tab.
  2. Click More Filters.
  3. Type 'last' in the filter box to find the Last Activity filter.
  4. Select Last Activity, choose More Than, and enter 90 days.
  5. Select the Last Activity column from the dropdown.
  6. Click the + icon to name and save the list.

FAQs​

Q: How do I add pre-existing contacts to an already-made Smart List?
A: Contacts are automatically added to a Smart List if they meet the set filter conditions. For example, a contact tagged as "client" will be added if the Smart List includes all contacts with the "client" tag.

Q: Can I manually add existing contacts to an existing Smart List?
A: No, Smart Lists automatically include contacts based on the filters you set. Adding a matching tag to a contact will include them in the list.

Q: How can I create a Smart List in Contacts when the filter says "Pipeline" instead of "Filter"?
A: Smart Lists are saved filters. If you encounter "Pipeline" instead of "Filter," try refreshing the page and setting new filters.

Q: I'm having trouble adding to an existing Smart List. What could I be doing wrong?
A: Ensure the filters match the attributes of the contacts you want to add. Tagging contacts and adjusting the filter to match that tag can help.

Q: I deleted a contact and want to remove related smart list records. How can I do this?
A: To delete a Smart List, go to Manage Smart Lists. If the delete option is greyed out, ensure the list isn't shared with only one user before deleting.

Q: Can I use a Smart List to create a report for conversions from a specific tag?
A: You can filter a Smart List by the specific tag and export it as a CSV. However, conversion rates are viewed through pipeline statuses marked as WON.

Q: Can all users see Smart Lists or just the creator?
A: Smart Lists are user-specific but can be shared across accounts to be visible to all users.

Q: Can Smart Lists be shared with others?
A: Yes, you can share Smart Lists by selecting the share button in Manage Smart Lists.