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Creating Dynamic Lists with Qualified Leads

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Justin Garrett
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Using list management to strategically segment your leads improves your ability to effectively market to those groups. By dynamically adding or removing leads for certain mailing lists, you can increase your ability to deliver a more captivating message. Consider a list that shows all qualified leads where an initial follow-up email has not been sent. This article will provide information on creating dynamic lists with qualified leads.

The following user roles can segment lists:

  • Administrators
  • Marketing Managers


Article Contents


All Qualified Leads

To create a list of qualified leads, do the following:

  1. In SharpSpring's top toolbar, click
    Automation > Lists.
  2. Create a list, or modify an existing list.
  3. In the Triggers and Filters section, select Add the trigger.
  4. In the When a contact drop-down menu, select has the field.
  5. In the First Name, Last Name... text box, enter Lead Status.
  6. In the changes to text box, enter Qualified.
  7. Set the logical operator to exactly.
  8. Click Add Rule.
  9. Select Add the filter.
  10. In the When a contact drop-down menu, select has not been sent the email.
  11. Select an initial follow-up email.
  12. Click Add Rule.
  13. Click Save Changes.
  


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