Lead Smart List

Smart lists allow you to organize your leads in Sellution into dynamic groups.

Leads are added to the smart list that meet a criteria that you define based on segmentation and criteria.

For example, you can use smart lists to create lists of leads that you want to send targeted emails.

In this article:

  • Getting Started
  • Create Segment
  • Selecting Criteria
  • Saving A Smart List

Getting Started

Navigate to the smart list by going to the Launchpad and clicking on the Marketing module.

After clicking on marketing you will be taken to the marketing welcome screen and a new set of left menu items on.

Click on List Management and then click on the Smart List menu item.

There are Smart List for each of the contact types.

These include

  • Lead
  • Customer Contact
  • Customer Account
  • Vendor Contact
  • Vendor Account
  • General Contact
  • Employee

Click on the Add Segment Button on the lead row.

You will be taken to the Segmentation page

Creating a Segment

Choose from the Select Segment drop down menu what you want to segment the lead

  • First Name
  • Last Name
  • Title
  • Primary Email
  • Secondary Email
  • Website
  • Birthday
  • Gender
  • Company Name
  • Business Classification
  • Lead Status
  • Phone Number
  • Mobile
  • Phone Type
  • Address
  • Address1
  • Address2
  • City
  • ZipCode
  • State
  • Country
  • Address Type
  • Tags
  • Tag Name
  • Tag Description

For this example choose State.

Choose Criteria

Next, you'll set the criteria for the segmentation category you've chosen.

In the example we chose State, there are two criteria to choose from.

  • Is Equal To
  • Is Not Equal To

Choose Is Equal To, since in this example we want to create a segment of leads for a specific State. 

Now you will go to the third column to choose which state you would like from the drop-down menu.

In order to choose the state, you have to specify which country the State belongs to.

Click on the United States and then choose the state that you would like from the drop-down menu.

Click on the United States and then choose the state that you would like from the drop-down menu.

Saving A Smart List

At the top of the page enter a name a for the smart list and provide a short description.

Click Save.

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