This guide will walk you through what smart lists are, how to create them, and how to use them effectively.
Log in to your Thrive Funnels account.
Navigate to the Contacts section.
Click on All Contacts and then More Filters. Choose your filtering criteria.
Add multiple filters to refine your list further. Ensure filters align with your desired criteria.
Once you’ve configured the filters, click Save as Smart List.
The smart list will now automatically update whenever contacts match or no longer meet the set criteria.
Decide whether to share the smart list with your team. To share, select the Share option within the smart list settings
Smart lists simplify contact management by automating the process of filtering and organizing contacts.