What is GoHighLevel's Smart Lists

GoHighLevel's Smart Lists are an innovative feature within the platform designed to optimize user interaction with their database by dynamically organizing contacts. This powerful tool enables businesses and marketers to create segmented lists that are updated in real-time based on specific criteria and user behavior, ensuring that marketing efforts are always targeted and relevant.

At its core, a Smart List is a live segment that adjusts as contacts meet or no longer meet the criteria that you've set. For example, you can create a Smart Drawer for contacts that have clicked a link in your recent email campaign, or for those who have visited a specific page on your website. As contacts interact with your business, they can move in and out of Smart Lists automatically without any manual input required.

Here's a step-by-step guide on how to create and use GoHighLevel's Smart Lists:

Step 1: Access The Smart List Feature

First, log in to your GoHighLevel account and navigate to the contacts or leads section, where you'll find the option to create and manage your Smart Lists.

Step 2: Define Your Criteria

When creating a new Smart List, you'll be prompted to set specific criteria that contacts must meet to be included. This could be demographic information, engagement levels, purchase history, and more. GoHighLevel offers a wide range of filters, including custom fields, so you can get as granular as you need.

Step 3: Customize List Settings

After defining your criteria, you can customize additional settings, such as the name of your Smart List and whether you want to receive notifications when contacts move in and out of the list.

Step 4: Monitor and Update

Once your Smart List is active, it will automatically populate with contacts that match your criteria. It's vital to regularly monitor the performance of your Smart Lists and adjust the criteria as necessary to ensure your marketing and sales efforts remain effective.

Step 5: Utilize in Campaigns

Finally, utilize your Smart Lists within your marketing campaigns. Since they are always current, you can confidently send out targeted email blasts, SMS messages, or even trigger specific workflows that correspond with the behavior and attributes of the contacts in each Smart List.

The dynamic nature of Smart Lists in GoHighLevel ensures efficiency in your customer relationship management. By leveraging real-time data, Smart Lists save you time and effort in manual segmentation and provide a more personalized experience for your contacts. Whether you're running a small business, a marketing agency, or managing a large sales team, Smart Lists can help keep your communications relevant and timely, leading to increased conversion rates and customer retention.