|SharpSpring allows you to save multiple leads to individual lists.
This article provides an overview on the options available with lists.
To create a list in SharpSpring, do the following:
Important: Lists have a limit of 100 rules per rule group.
You can modify list parameters at any time after a list is created. To modify list parameters, do the following:
Lead Management with Lists
Leads can be added manually to lists. Lists are also used to delete leads. For more information on lead management with lists, refer to the following articles:
- Manually Adding Contacts to Lists
- Removing or Restoring Leads on Lists
- Deleting Leads from the Contact Manager and Lists
Adding Triggers and Filters
In SharpSpring, lists and automation depend upon triggers and filters to operate.
A trigger is an event that results in an action group running. Only triggers can start an action group, and at least one trigger is necessary to perform any automated action. A filter is an optional part of an automation that is used to narrow the scope of triggers. Filters are only tested when triggers are fired.
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:
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.
Triggers and filters have many uses for lists. For more information regarding triggers and filters, refer to Automation Overview.
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:
Sub-lists are built based and put in a new folder with the name of the list and -Segments as the title.
You can deactivate lists. To deactivate lists, do the following:
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.
To restore a previously deactivated list, do the following:
Restored lists can be found under the Active Lists menu.
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:
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.