How To Create A Smart List In GoHighLevel?
GoHighLevel makes the best marketing automation and customer relationship management software. They offer companies a complete way to improve customer relationships and streamline operations.
The platform is built around the GoHighLevel CRM, which manages customer interactions. Since the contact is the main point of GoHighLevel, all of its features are centered around the CRM. The CRM is integral to GoHighLevel, an all-in-one sales and marketing tool that helps businesses get leads and make sales.
Compared to some other marketing apps, this one doesn’t let down because CRM isn’t just an afterthought or a job that the user doesn’t want to do. The GoHighLevel CRM has many features that help service-based businesses get more leads, keep in touch with those leads, and turn them into buyers.
This blog will discuss creating an intelligent list in GoHighLevel.
What Is Smart Listing In GoHighLevel?
One great way to organize contacts is to change the settings in Smart Lists to make “lists” or groups of contacts. You can use as many filters as you want to fully customize the experience and choose how detailed the sorted contacts are. For simplicity’s sake, one limit can be enough to show only leads with a particular title or who haven’t done anything in the last 60 days. You can also use multiple filters to narrow a group even more.
For example, you could only choose to include leads with a particular identity who haven’t done anything in the last 60 days and whose phone numbers have a specific area code. A list becomes more detailed as the number of filters goes up.
How To Create a Smart List in GoHighLevel?
Step 1: Create A Smart List
- Go to Contacts > Smart Lists > Contacts.
- Pick Out More Filters
No matter your access level, you might see either Option A or Option B below. Both choices have the same features; the only difference is their appearance.
Option A
- Choose one or more filters from the list in the upper right part of the screen.
- Individuals can search for a specific filter or browse the list, which is divided into separate sections, with “Most Used” at the top.
- When you choose a filter, make sure you fill out the needed fields with the correct data.
- By choosing “Business Name” and using the “is not empty” filter, the example shows how the filter can find people whose Business Name has any value.
- To keep your choice, click “Apply.”
- On the next screen, the buttons let you change or eliminate the filter.
- You can also add one or more filters. Choose “AND” to add another filter.
- In the filter window on the right side of the screen, you can see how the filters are “built” as they are added. This gives you a picture of the filters that you have set up.
- At the bottom of the window, click “Save as smart list” to permanently save your system’s settings. (You can change or remove this collection later)
Option B
- The “More Filters” choice appears on the screen’s right side.
- To create a filter, choose one or more filters from the dropdown menu and fill out the fields associated with them. We used the “Tag Is” filter to select the search term we wanted.
- Do what was said before if you want to add more filters.
- Select the plus sign to make a new Smart List after applying the categories you want.
- You can now access your Smart Lists through the areas at the top of the contact page.
Part 2: Accessing, Editing, and Duplicating the Smart Listing
Step 1: Accessing the Smart Lists in HighLevel
- “All” is chosen as the usual view in HighLevel’s Contacts section.
- To see a specific tab or Smart List, click on its name at the top.
Step 2: Edit and Copy your Existing Smart Lists
- Go to a Smart List that you already have.
- You’ll see the rules already set up for that Smart List on the right.
- To eliminate a filter, press the X (Option B) or the trash can button (Option A).
- To change a filter, click on the pencil icon (Option A) or the scrolling arrow (Option B).
- Next, click the Save icon to save the changes you just made. To see a new list of the changes, click the List icon. If you want to undo any steps you haven’t saved, click the Undo arrow.
Step 3: Configure the Smart List
- Find the link that says “Manage Smart Lists” in the top right corner of the Contacts page.
- This is a list of all of your Smart Lists.
- Using the icons on the right, you can remove, copy, share, or change the name of a Smart List.
Features of Contacts and Smart Lists
Smart lists and contacts are built into the platform to help users manage their customer databases and target their marketing efforts at specific groups.
You can use snapshots and campaigns that have already been made: People are encouraged to look at the built-in snapshots, channels, and campaigns on GoHighLevel so that they can start their marketing plans with less work than if they started from scratch.
Pay attention to managing contacts and intelligent lists: The training emphasizes the importance of keeping track of contacts and using intelligent lists to improve marketing and communication efforts.
Gain Access to Smart Lists and Contacts: Comprehensive instructions are furnished to assist users in effortlessly accessing smart lists and contacts on the platform, guaranteeing a seamless experience.
Controlling Communication: This section provides a comprehensive explanation of a range of contact manipulation options, including adding, deleting, tagging, exporting, and importing contacts. These options grant users complete authority over the consumer data they manage.
Placing Value on Smart Lists: Smart lists are notable for their ability to update automatically in response to selected criteria, which facilitates the effective segmentation of leads and the creation of bulk requests.
Contact Activity and Timeline Access: On GoHighLevel, users can effortlessly retrieve contact activity and timelines, facilitating enhanced engagement and tailored interactions with customers and prospects.
Encourage Engagement: People are urged to interact with the content and build a sense of community and learning by liking, commenting, and clicking on links in the description to find more resources and shows.
More Features: The video shows extra features like creating opportunities, setting up appointments, and sending review requests, which improve the platform’s customer management.
Conclusion
Making a Smart List in GoHighLevel is easy. It can help you divide your contacts into groups based on certain factors and automate your marketing. By following the steps in this blog post, you can easily set up Smart Lists to send personalized messages and campaigns to specific groups of people.
One of GoHighLevel’s many valuable tools is Smart Lists. Get skilled help from HexaClicks to take your marketing automation to the next level and maximize what GHL can do.
The company HexaClicks is a qualified GoHighLevel partner that helps companies set up and get the most out of their GHL accounts. Our team of experts can help you set up complex automation, connect all of your systems, and make ads that get a lot of conversions and bring in more money.
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FAQs – GoHighLevel
A Smart List is a Remarketing Audience that Analytics creates to help you get more sales. If you have never done advertising before, Smart Lists will help you get good results quickly.
Keyboard tools can be used to finish Smart Lists. Press the Up and Down arrow keys to move through a Smart List while it is chosen. Press the Spacebar to make a choice. Press Enter to confirm your choices and move on to the next Smart List or random (***).
Building custom websites is possible for people who aren’t very good at writing or coding. The system has a drag-and-drop website maker that lets people make web pages. It was made with the user in mind.
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