Creating a General Email Smart List in Notary Success CRM
Summary
The General Email Smart List is an essential tool for notaries, especially for those without a marketing background, aiming to streamline their email marketing efforts. This guide explains how to create a general email list that automatically includes contacts with email addresses who have not opted out of communication. Additionally, it introduces a shortcut to use this general list as a foundation for creating other segmented lists, saving time and ensuring consistent segmentation.
Steps to Create a General Email Smart List
Access Your Smart Lists:
Navigate to "Contacts" and select "Smart Lists" from the left side navigation menu in your Notary Success CRM.
Select the General Email List:
If you've previously created a general email list by filtering contacts who have an email address and have not enabled Do Not Disturb (DND) for emails, select this list to begin.
Add Additional Filters:
Click on "More Filters" and select "And" to add another layer of segmentation, such as a specific tag relevant to the new list you wish to create.
Apply the New Filter:
Choose your desired criteria, like a particular tag, and apply it to further segment your contacts based on this additional parameter.
Save as New List:
Instead of updating the existing general email list, select "Save as New" to create a new smart list based on the general list plus your newly applied filter. Name this list appropriately based on the additional segmentation criteria you've included.
Shortcut for Creating Segmented Lists
Leverage the General Email List: Use your general email list as a template for creating new segmented lists. This approach eliminates the need to reapply basic filters (such as excluding contacts without emails or those who have opted out) each time you create a new list.
Save Time and Maintain Consistency: This method not only saves time but also ensures consistency across your segmented lists, as they all start from the same baseline criteria.
Tips for Using Smart Lists
Regularly Review Your Lists: Periodically check your smart lists to ensure they accurately reflect your current contacts and segmentation needs.
Segmentation for Effective Communication: Use smart lists to tailor your email marketing efforts, sending relevant and personalized content to different groups within your contact list.
Understand CRM Filters: Familiarize yourself with the CRM's filter options to effectively segment your contacts. Knowing the difference between "is," "is not," "any of," and other filter options will enhance your ability to create precise smart lists.
Conclusion
Creating a General Email Smart List in Notary Success CRM simplifies the process of email marketing for notaries. By using this list as a foundation for creating more segmented lists, you save time and ensure that your communications are targeted and compliant with your contacts' preferences. This streamlined approach allows you to engage more effectively with your audience, enhancing your marketing efforts and business growth.