ClickFunnels™ Helpdesk Support Video
ClickFunnels™ Gives You EVERYTHING You Need To Market, Sell and Deliver Your Product Online!
Sign-Up Takes Less Than 60 Seconds.
YouTube Transcript: English (auto-generated)
00:00
[Music]
00:05
hey there it’s Irina Z and in this video
00:08
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
00:13
automatically filter contacts into this
00:16
list based on criteria that you set so
00:19
for this you’re going to need an action
00:20
etics account or an action XMD account
00:22
and you’re going to need a funnel that
00:24
is filtering these contacts in so first
00:28
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
00:36
little bit different because you won’t
00:37
have any email list or you might already
00:39
have email list set in here but as you
00:42
can see over here in our demo account we
00:44
do have some lists already created now
00:47
what you’re gonna do is go ahead and
00:49
click add a new list the yellow button
00:51
over to the right you’ll then enter this
00:55
window where you’ll be able to go ahead
00:57
and give your smart list a name now keep
00:59
in mind that the email list name will be
01:01
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
01:08
and then the next thing you’ll do is
01:12
select the group tag so with group tags
01:14
you can organize your list into groups
01:16
and this is an optional feature but it
01:18
will help you keep track of your email
01:20
lists as you can see over here by
01:23
clicking this will open a drop-down and
01:24
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
01:30
and type one in but for this example
01:33
what we’re gonna do is just select an
01:35
already created group tag from the
01:37
drop-down and then we’re gonna toggle
01:39
this switch to on which is going to
01:42
display as yellow when it’s on and this
01:45
is going to create the Smart list so
01:47
it’s gonna create the dynamic smart list
01:49
that automatically adds or removes
01:51
customers as they meet certain filter
01:53
criteria the next thing you’ll do is go
01:55
ahead and click create new list and on
02:01
this page what you’ll have to do is go
02:02
ahead and click add your first rule so
02:05
smart lists add and remove contacts that
02:08
match your rules so you’re always
02:09
targeting the exact audience that you
02:11
intend so we’ll go ahead and click
02:13
your first rule which will bring us to
02:16
this page now in this page you can see
02:18
that we have our email list name being
02:21
reflected in which group tag this email
02:24
list is connected to so under the smart
02:27
list settings what you can do is add a
02:29
filter rule group so you could filter
02:31
contacts in by certain criteria so it
02:34
could be that they’ve purchased a
02:35
certain product they came in off of a
02:37
certain funnel they visited a certain
02:39
funnel step you could filter them out by
02:42
you know a certain name that they have
02:44
or a certain state that they live in and
02:46
so on and so forth
02:47
so for this example we’ll just go ahead
02:48
and select contact and the rule agent is
02:52
going to be first name for example and
02:55
we’re going to go ahead and equal to
02:56
Emma so anybody that’s named Emma that’s
02:59
come into your funnel is going to be
03:01
filtered into this email list and now
03:03
we’ll go ahead and click update the list
03:05
and now everybody with that name will be
03:09
filtered automatically into this email
03:11
list now if you run into any trouble
03:13
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
ClickFunnels™ Gives You EVERYTHING You Need To Market, Sell and Deliver Your Product Online!
Sign-Up Takes Less Than 60 Seconds.