What is a smart list?

What is a smart list?

A smart list contains only those contacts who meet the criteria specified in the workflow. If at any point a contact stops meeting the criteria you've set for the smart list, they will automatically be removed from the smart list.  To add a smart list in your instant workflow,

  1. From the Navigation toolbar, select Automation and choose workflows.
  2. Click Create Workflow present at the top-right corner.
  3. Click Conditional Workflow, and select click Create under Instant.
    create instant workflow
  4. Provide the following information:
    • Name for the workflow for your reference in the future.
    • Select a mailing list to associate with the workflow. If necessary, you can create a new mailing list.
    • Set up criteria defining the conditions with which your contacts should be categorized. You can set up to six criteria and set the criteria pattern as of your choice. You can also define the conditions based on consent status as a criteria.
    • Select the 'Add contacts to another list' action to be performed. Contacts who meet the criteria will be added to another mailing list i.e, a target list. Select your target list from the dropdown or create a new mailing list.
    • Select the Mark as Smart List option - When you mark your target list as a smart list, the workflow will add the contacts that meet the specified criteria to the smart list.
  5. Click Activate Now to enable workflow immediately or click Save as Draft for use in the future.
After the workflow is activated, if you've selected an existing mailing list from the dropdown as your target/smart list then, if contacts already present in the list stops meeting the criteria, they will automatically be removed from the smart list.
Also if any new contact added to the smart list through the workflow (i.e., those who met the specified criteria), stops meeting the criteria, they will be removed from the smart list.
Thus the smart list, at any point of time, will hold only those contacts who match the criteria specified in the workflow.
Note : The contacts who don't meet the specified criteria in your workflow will be removed only from the smart list, but will remain active in your mailing lists. 


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