Create and Manage Smart Lists-Create and Manage Smart Lists

Create and Manage Smart Lists

Video Transcription

Video Summary

This video explains how to create and use SmartLists to organize contacts or members for targeted purposes like campaigns, events, or opportunity management. SmartLists are created by applying filters to either members or contacts, such as chapter inclusion, event speakers, or owner status. After filtering, you save the results as a new SmartList by naming it. All SmartLists can be accessed and managed in the contacts section, where you can rename, adjust settings, or delete them. SmartLists help efficiently segment and utilize contacts for various marketing and organizational activities.

Keywords

SmartLists

contact organization

filtering contacts

targeted campaigns

contact segmentation