SharpSpring offers you the ability to dynamically segment leads who purchase items on your website. In this example, we’ll create a list to segment leads based on visits to our Shopping Cart Thank You Page (http://bryantobin.com/thank-you).
Creating the Dynamic List
Step 1: Click on the green “New” button located in the top right corner of SharpSpring.
Step 2: Select "List" from the drop down menu.
Step 3: A modal will appear. Name the list and give it a short description. If you’d like to manually be able to add contacts to this list from the Contact Manager, select the toggle below the description text input. Finally, choose what type of list you’d like this to be. Manual lists are lists you add to yourself and don’t incorporate automation rules. Rules based lists automatically add leads based on criteria you define. For this example, we will make this a Rules based list.
Step 4: Click “Create List”.
Step 5: From the list screen, navigate to the “Dynamic or Static” section. Static lists are lists you can apply rules to, but that only build one time. They don’t proactively listen for further changes and apply leads as they meet your criteria. In contrast, Dynamic lists are lists that will keep adding leads as they fulfill the criteria you’ve specified. Additionally, there’s a toggle “Apply to the contacts already in your database”. If this toggle is off, dynamic lists will start off empty and only apply leads as they meet your criteria going forward. If this toggle is on, it will apply the rules to existing contacts as well as those in the future. For this example, we want a Dynamic List with the toggle turned on.
Step 6: Next, you’ll declare the conditionals for when this list should pull in a lead. In our example, we want it to pull in a lead when they hit our Thank You page. Select “When a contact visits the page” and enter the URL of the page (e.g. http://bryantobin.com/thank-you). You will also have the option to choose how many times they visit and a modifier, such as “or more” or “or less”. For this example, we’ll choose “1” time and “or more”.
(Note: In this example, we use a generic list for anyone who has hit our Thank You Page. If we wanted, based on your site structure, we could get a lot more granular with our implementation. If we had a Thank You subpage for each product category, we could build lists based on the specific product they purchased (e.g. http://bryantobin.com/shirts/thank-you). This could pull contacts into a specific “Shirts” list and we could target this list for cross-selling other products, such as shorts or accessories.)
Step 7: You can also optionally provide a referring URL, or where the lead came onto your page from. If you wanted this list to be populated only from leads who hit your thank you page from say, a subpage of our Shirts section, we could additionally add that here by selecting the toggle and typing in the URL (e.g. http://bryantobin.com/shirts/**). For this example, we won’t include a referring URL.
Step 8: Click “Add Rule”.
Step 9: Click “Save Changes”.
Congratulations! You’ve finished the walkthrough of how to create a list that captures leads who have purchased an item on your site.