SharpSpring allows you to save multiple leads to individual lists. This article provides an overview on the options available with lists.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | |||||
CRM PRO | |||||
CRM Free | |||||
Toolbar: | |||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | |||||
Salespersons | |||||
Jr. Salespersons | |||||
Creating Lists
To create a list in SharpSpring, do the following:
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Important: Lists have a limit of 100 rules per rule group.
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Modifying Lists
You can modify list parameters at any time after a list is created. To modify list parameters, do the following:
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Adding Triggers and Filters
Lists function only as well as their triggers and filters allow. As such, lists must have triggers and filters configured. To add triggers and filters to a list, do the following:
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Note: The available condition parameters will differ, based on the conditions themselves. Additionally, triggers and filters will have different parameters. Unavailable parameters will be grayed out.
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Splitting Lists
Splitting lists creates sub-lists of an original list. This can be especially helpful when doing things like test sends of an email to a certain segment of a bulk list. To split a list, do the following:
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Sub-lists are built based and put in a new folder with the name of the list and -Segments as the title.
Deactivating Lists
You can deactivate lists. To deactivate lists, do the following:
Once deactivated, the list will be placed in the Inactive List menu. After deactivating a list, you can choose to either delete that list permanently, or restore it when needed. |
Deactivating a list will not delete the leads on the list. When you deactivate a list and it is sent to the Inactive tab, the Delete Permanently menu option becomes available. Deleting a list using this command will not delete the leads in the list.
Restoring Lists
To restore a previously deactivated list, do the following:
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Restored lists can be found under the Active Lists menu.
Deleting Lists
There may come a time when you no longer need a list of leads and want to delete those leads entirely. SharpSpring allows you to delete lists of leads.
To delete a list of leads, do the following:
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Regarding Dynamic and Static Lists
Static lists are lists you can apply rules to, but build only one time. They do not 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 have specified. Additionally, there is a toggle to apply changes 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.