How to use smart list
Smart Lists are a fantastic way to keep your contacts organized and up-to-date in your Enrollio account. They're easy to use and incredibly versatile, allowing you to sort and manage contacts with ease. Let’s break down how to use them in a straightforward, user-friendly manner.
Creating a Smart List:
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Starting Off: Go to the 'Contacts' section in your account, and select 'Smart Lists'.
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Adding Filters: Click on ‘More Filters’. Here, you’ll find a variety of options to choose from, helping you narrow down your contacts.
Choosing Filters:
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Variety at Your Fingertips: You can pick from basic filters like finding inactive contacts or more specific ones like tagging.
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Easy Navigation: Filters are sorted neatly, making it simple to find what you need.
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Setting a Filter: For example, if you’re using the "Created By Filter", just search for it, decide if you want 'is' or 'is not', and then pick a user.
Reviewing Your Filters:
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See What You’ve Chosen: All your selected filters will be shown on the right side, so you can easily see what you’ve set up.
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Add More If Needed: If you want to add more filters, just click “AND”.
Saving Your Smart List:
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Finalize Your List: Once you're happy with your filters, click “Save as smart list”.
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Now, your list is set up and ready to use!
Using Smart Lists in Enrollio:
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Find Your Lists: In 'Contacts', your Smart Lists are clearly labeled. Click on any list to open it.
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Change as Needed: You can edit or delete any Smart List easily. Just choose the list and adjust the filters.
Extra Features:
Manage Smart Lists:
In the top right of the Contacts page, you can manage your lists - copy, share, rename, or delete.
List of Advanced Filters:
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Created By Filter: Search for contacts based on the user who created a particular contact record.
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Last Updated By Filter: Find contacts based on the last user who updated a contact record.
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Inbound DND (Do Not Disturb) Settings Filter: Filter contacts based on their DND status for inbound communications.
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DND Settings Filter: Search for contacts with specific DND preferences for outbound communications.
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Website Filter: Filter contacts based on the website associated with them.
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Instagram ID Filter: Enables users to filter contacts with or without an Instagram ID.
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Facebook ID Filter: Search for contacts based on the presence or absence of a Facebook ID.
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Country Filter: Filter contacts based on their country.
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Timezone Filter: Find contacts based on their timezone, useful for scheduling communications.
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Google ID Filter: Search for contacts with or without a Google ID.
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Additional Email Filter: Includes contacts based on primary and additional email addresses.
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Last Activity Time Filter: Users can search for contacts based on the time of the last activity recorded.
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Valid Email Filter: Filter contacts based on the validation status of their email addresses.
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Source Type Filter: Filter contacts based on the source type field value.
Along with these filters, additional phone numbers, emails, time zones, countries, and website columns have been added to the Smartlist table/columns and contacts export.