Create A Smart List 2 0

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YouTube Transcript: English (auto-generated)

00:00

[Music]

00:05

hey there it’s Irina Z and in this video

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I’m going to show you how to create a

00:10

smart list and you would want to create

00:12

a smart list if you wanted to

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automatically filter contacts into this

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list based on criteria that you set so

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for this you’re going to need an action

00:20

etics account or an action XMD account

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and you’re going to need a funnel that

00:24

is filtering these contacts in so first

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what you’re going to do to create your

00:30

Smart list is go ahead and navigate over

00:32

to action etics and then select email

00:34

list now in your account might look a

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little bit different because you won’t

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have any email list or you might already

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have email list set in here but as you

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can see over here in our demo account we

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do have some lists already created now

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what you’re gonna do is go ahead and

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click add a new list the yellow button

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over to the right you’ll then enter this

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window where you’ll be able to go ahead

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and give your smart list a name now keep

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in mind that the email list name will be

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visible to your contacts if based

01:03

unsubscribe from the list so go ahead

01:05

and create the name for your email list

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and then the next thing you’ll do is

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select the group tag so with group tags

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you can organize your list into groups

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and this is an optional feature but it

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will help you keep track of your email

01:20

lists as you can see over here by

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clicking this will open a drop-down and

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we already have different group tags

01:27

created in our account if you don’t have

01:29

any group tags you could just go ahead

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and type one in but for this example

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what we’re gonna do is just select an

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already created group tag from the

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drop-down and then we’re gonna toggle

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this switch to on which is going to

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display as yellow when it’s on and this

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is going to create the Smart list so

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it’s gonna create the dynamic smart list

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that automatically adds or removes

01:51

customers as they meet certain filter

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criteria the next thing you’ll do is go

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ahead and click create new list and on

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this page what you’ll have to do is go

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ahead and click add your first rule so

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smart lists add and remove contacts that

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match your rules so you’re always

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targeting the exact audience that you

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intend so we’ll go ahead and click

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your first rule which will bring us to

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this page now in this page you can see

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that we have our email list name being

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reflected in which group tag this email

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list is connected to so under the smart

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list settings what you can do is add a

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filter rule group so you could filter

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contacts in by certain criteria so it

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could be that they’ve purchased a

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certain product they came in off of a

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certain funnel they visited a certain

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funnel step you could filter them out by

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you know a certain name that they have

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or a certain state that they live in and

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so on and so forth

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so for this example we’ll just go ahead

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and select contact and the rule agent is

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going to be first name for example and

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we’re going to go ahead and equal to

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Emma so anybody that’s named Emma that’s

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come into your funnel is going to be

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filtered into this email list and now

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we’ll go ahead and click update the list

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and now everybody with that name will be

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filtered automatically into this email

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list now if you run into any trouble

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with creating a smart list please reach

03:15

out to our support team and they’d be

03:16

more than happy to help

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