Articles in this section

See more

Creating Dynamic Lists with Qualified Leads

Avatar
Forest Myers
  • Updated
Follow
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.


Article Contents

     Available with:    
  Marketing Automation ✓  
  CRM Ultimate    
  CRM PRO    
  CRM Free    
        
  Toolbar:    
0NavMarketing.png
       
  Users:    
  Administrators ✓  
  Company Managers ✓  
  Marketing Managers ✓  
  Sales Managers    
  Salespersons    
  Jr. Salespersons    
 


All Qualified Leads

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

  1. In SharpSpring's top toolbar, click
    Contacts > Lists.
  2. Create or edit a 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.
  


Click to enlarge.


Editing Dynamic Lists

To modify a dynamic list, do the following:

  1. In SharpSpring's top toolbar, click 
    Contacts > Lists.
  2. Locate the desired rules-based list.
  3. To the right of the list, click  
    12cog.png  Options > Change List Settings.
  4. Change the name of the list.
  5. Change the trigger rules.
  6. Click Save Changes.
  

Click to enlarge.

Even when modifying lists, leads will not be automatically removed from a dynamic list if they no longer meet the list criteria. You must rebuild the list to see how many leads fit that criteria at any given time.

Related articles

×

Why was this help article not helpful?

Still didn't find what you are looking for?