How to Filter Contacts and Create a Smart List in Notary Success CRM
Summary
Creating smart lists based on specific criteria, such as tags or Do Not Disturb (DND) status, is a powerful feature in Notary Success CRM that enhances your email marketing efforts and ensures compliance with DND requests. This guide explains how to filter contacts using various criteria and save these filters as a smart list for targeted communication.
Steps to Create a Smart List
Navigate to Smart Lists:
From the CRM dashboard, select "Contacts" and then "Smart Lists" from the left side navigation menu.
Begin with All Contacts:
Start by selecting the "All" field to ensure no initial filters are applied.
Access More Filters:
Click on "More Filters" to explore the filtering options available.
Choose Your Filter Criteria:
For example, select "Tag" to filter by specific tags you’ve assigned to your contacts.
Understand the difference between filter options like "is", "is not", "is empty", "is not empty", and "any of" to refine your filter according to your needs.
Apply Filters:
After selecting your criteria, apply the filters to segment your contacts based on the chosen tags or other specified attributes.
Add Additional Filters for DND Compliance:
To ensure compliance with DND requests, especially for email marketing, add a DND filter by selecting "DND" and choosing "is not enabled for email". This will exclude contacts who have opted out of receiving emails.
Save as a Smart List:
Once you have applied all your desired filters, save the filtered view as a smart list by clicking "Save as a Smart List" at the bottom of the filter options. Give your smart list a meaningful name that reflects the criteria or the group of contacts it represents.
Best Practices for Using Smart Lists
Segmentation for Targeted Communication: Use smart lists to segment your contacts for more personalized and relevant email marketing campaigns.
Compliance with DND Requests: Regularly update and review your smart lists to respect DND preferences, ensuring you maintain compliance and build trust with your contacts.
Regular Review and Update: As your contact list evolves, regularly review and update your smart lists to ensure they remain accurate and relevant to your marketing efforts.
Conclusion
Smart lists in Notary Success CRM allow you to effectively segment your contacts for targeted communication, ensuring your messages are relevant and welcomed. By carefully applying filters and respecting DND preferences, you can enhance your email marketing strategy while adhering to best practices for contact engagement and compliance.