Use CRM Lists to segment the contacts in your CRM. This way, you can create focused lists of contacts, then create marketing content specifically targeted to them!
CRM lists can be as basic or advanced as needed
Lets look at a couple quick examples:
A basic 'All Contacts' list: A great option to reach all your customers at once
If you're creating a basic "All Contacts" list, simply include all contact types and statuses and save!
An advanced, highly targeted list: Great for specific marketing campaigns
Alternatively, you could create a list targeting only contacts that came from a specific source, were created between a certain date range, or even based on the custom fields you've included in your CRM setup. The only limit is your imagination!
Creating a new CRM list
1. Click + List in the top right corner of the page.
2. Enter a List Name. This will be displayed on the Lists page, so make sure its descriptive enough to differentiate it from the other list names.
3. Enter a List Description. The list description is displayed on each individual list details page. Use this to provide further context to a list to keep things organized.
While name and description are required, the rest of the selections below are optional. Include as many as are needed to build a list of only the contacts that fit the criteria you need.
4. Select which contacts to include. This is done in several steps so you can dial into specific types, statuses, tags, and more. Each of the filtering options are described below.
| Filtering Options | Filter Descriptions |
|---|---|
| Select contact types | This allows you to include only contacts of a specific type. To make this selection easier, the list will populate with all the contact types that were configured during the initial setup. |
| Select a type assignment date | This allows you to find only contacts that were assigned to that type within a specific date rage. |
| Select contact statuses | This allows you to include only contacts of a specific status. To make this selection easier, the list will populate with all the contact statuses that were configured during the initial setup. |
| Select a status assignment date | This allows you to find only contacts that were assigned to that status within a specific date rage. |
| Select user assignment | This allows you to find only contacts that were assigned to specific users within your business or organization. |
| Select tags | This allows you to find only contacts with specific assigned tags. To make this selection easier, the list will populate with all the contact tags that were configured during the initial setup. |
| Create a custom filter | Custom filters allow you to filter contacts using rules based on your contact fields. |
5. Click Add Custom Filter if you want to take your list a step further and filter by custom fields.
In the custom filter editor, select a method to use as a filter, the options consist of all the active fields that were configured during the initial setup.
Once you've selected a method to sort, select the modifier. The options are:
| Modifier | Modifier Description |
|---|---|
| Is | The contact field is identical to the selected value |
| Is not | The contact field is not identical to the selected value. |
| Contains | The contact field contains the selected value somewhere within it's contents. |
| Does not contain | The contact field does not contain the selected value anywhere within it's contents. |
| Greater than | The contact field is greater than the selected value |
| Less than | The contact field is less than the selected value |
| Greater than or equal to | The contact field is greater than or equal to the selected value |
| Less than or equal to | The contact field is less than or equal to the selected value |
Next, select a value from your existing contact fields.
If you're filtering with a field that uses pre-selected values, start typing them to display the dropdown of available values. Click Select All to select them all at once.
Depending on the type of field you're using to filter, you may have the option to select multiple values.
While that might sound a bit complicated, its pretty straight forward. Lets look at an example below:
Say you wanted to create a list that only targets customers that spent $100 or more on your Woo360 Shop.
Not so bad, eh? Custom rules can really push the limits of how you can segment your contacts.
5. Review the information entered, when it's complete, click Submit.
Want to learn more?
For a full overview of the CRM Lists page, check out the Knowledge Base article here.
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