Segmenting leads with Dynamic Lists is simple and powerful. Separating leads based on their interests and behaviors on your site will result in more personalized communications and higher conversions.
Creating the 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’ll use 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. These are divided into Triggers and Filters. Triggers are actionable events that a contact engages in that can be used to initiate automations. Filters are additional criteria we can use to further discriminate when these automations should happen. In this example, we’ll build a list that pulls contacts into when they submit a form on our site.. Select “When a contact fills out any form”, then choose “1 Time” and “or more” from the drop down menus that appear.
Step 7: Ensure the rules are being compared on a “when any” basis by looking at the drop-down menu above. If we had multiple rules in this rule group, this would ensure that only one of the conditions needed to be true in order for that contact to be added to this list.
Step 8: Click “Add Rule”.
Step 9: Click “Save Changes”.
Congratulations! You’ve finished the walkthrough of how to segment leads with a dynamic list.