ClickFunnels™ Helpdesk Support Video
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[Music]
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hey there it’s Irina Z and in this video
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I’m going to show you how to create a
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smart list and you would want to create
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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
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etics account or an action XMD account
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and you’re going to need a funnel that
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is filtering these contacts in so first
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what you’re going to do to create your
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Smart list is go ahead and navigate over
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to action etics and then select email
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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
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unsubscribe from the list so go ahead
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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
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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
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created in our account if you don’t have
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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
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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
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out to our support team and they’d be
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more than happy to help
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