Creating Lists from Custom Fields

SharpSpring enables you to create a list based on custom information you have on a contact. This article will detail how to create a list from any custom field. Article Contents Custom Field Lists	Available with:
	Marketing Automation	✓
	CRM Ultimate
	CRM PRO
	CRM Free

	Toolbar:


	Users:
	Administrators	✓
	Company Managers	✓
	Marketing Managers	✓
	Sales Managers
	Salespersons
	Jr. Salespersons

To create a custom list, do the following:

In SharpSpring's top toolbar, click Contacts > Lists. On the right side of the screen, click Options > New List. Enter a name and a short description of the list. Check Rules-Based. Click Create List. In the Triggers and Filters section, click the When a contact field. Under Lead Actions, select has the field. In the First Name, Last Name, etc. text field, type the name of the custom field to be used. In the changes to text field, enter the target value. Choose exactly. Click Add Rule. Click Save Changes.		Click to enlarge.
		Note: Rules-based lists will dynamically remove a member when the lead no longer meets the trigger criteria.

When you add multiple rule groups to a list, certain issues or errors may occur. When creating lists, including more complex lists, be aware of the following:

All rule groups must be set as when any or when all. If you leave an added rule group with the select when condition, the rule group will be unable to process due to faulty logic.
Rules must be added before the list can be saved. If you determine how the list operates when a contact interacts with it but do not add the rule to the rule group, the list will not be able to be saved.

Why was this help article not helpful?