Segmenting leads with Dynamic Lists is simple and powerful. The following video will show you how to segment leads using a Dynamic List in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.
Step-by-Step Guide to Create a Dynamic List
Step 1: Click on the green “New” button in the upper right corner of SharpSpring.
Step 2: Select “List” in the drop down menu.
Step 3: Name the list.
Step 4: Make sure the “Rules Based” list is checked off before proceeding to the next screen
Step 5: Click on the blue “Create List” button.
(Note: Place the checkmark in the box next to “Apply to the Contacts Already in Your Database” if you want to retroactively apply the rules to contacts already in your database.)
Step 6: On the ensuing screen, scroll down to the "Triggers & Filters" section and click on the first drop down menu
Step 7: Select “When Any” (default setting) in the drop down menu.
Step 8: Select the “Add the trigger" (Default setting) in the drop down menu to the left
Step 9: Click on the "When a Contact" drop down menu.
Step 10: Select “Fills out a Form” and choose the form name from the drop down list
Step 11: Click on the gray “Add Rule” button to view the list
Step 12: Make sure you click on the green "save changes" button as you add additional rules. You can add as many rules as you like to segment the lists even further using “Add Filter” and “Add Trigger”. You've created a Dynamic List!
You should now have a better understanding of how to segment leads with a Dynamic List using SharpSpring. As always, if you have any questions or concerns you can send an email to firstname.lastname@example.org.