4:09概要. GoHighLevel's Smart Lists turn your contact filters into persistent, reusable views. This tutorial covers how to use the columns feature to show the data that matters, how to build and apply filters to narrow down your contact base, and how to save, reorder, and share those filtered views so your whole team works from the same segmented lists.
学べること
- Understand what Smart Lists are and why they save time
- Choose which columns appear in a contact list view
- Apply filters to show specific subsets of contacts
- Save a filtered view as a named Smart List
- Reorder Smart List tabs to prioritize the most used lists
- Copy and share Smart Lists with other users in the account
ステップ
Open the Contacts section and find Smart Lists
In your sub-account, go to Contacts. Smart Lists is the default tab. You will see all contacts unless a filter is already active.
Customize your columns
Click the Columns button to choose which data points appear in the list. Uncheck phone if you do not need it, or add business name, birthday, or city. Changes apply immediately and you can adjust them per Smart List.
Apply a filter
Click More Filters on the right side. Choose any field as a criterion. For example, set Email 'is not empty' to see only contacts with an email address. Click Apply to update the list.
Save the filter as a Smart List
With a filter active, click Save as Smart List. Give the list a clear name (for example, 'Email Not Empty' or 'Postcards List'). Click Save. The list now appears as a tab in the Contacts section.
Use the Smart List for bulk actions
Click a Smart List tab and select all visible contacts. From there you can send a broadcast email, assign them to a workflow, or tag them, without needing to re-filter every time.
Manage and reorder Smart Lists
Click Manage Smart Lists to see all saved lists. Drag them into the order you prefer. The tab order in the Contacts section updates to match. You can also copy any Smart List to create a variation of it.
ヒント
- Build a Smart List for contacts missing a phone number and another for missing an email so you can clean your data in targeted batches.
- Copied Smart Lists keep the same filter settings, which makes it easy to create slight variations without starting from scratch.
