In this article, you will learn how to create a Smart Email List in ClickFunnels. You would want to use a Smart List if you wanted contacts to dynamically be filtered and added to the list based on certain criteria you set via Rule Groups.
What you will need:
- Clickfunnels Platinum
- Existing contacts
Step 1: Create A Smart List
- Select Email List from the Follow-Up Funnels menu
- Click on Add New List
- Enter a Name for your email list (email list names will be visible to your contacts if they unsubscribe from a list)
- Add a Group tag (optional)
- Slide the Smart List button to the right to turn on the Smart List
- Click on Create New List
Step 2: Add Your First Rule
A Smart List will automatically add and remove contacts that match the rules/conditions of the list.
Pro Tip #1:
You can add multiple rules by clicking on New Rule. Contacts will have to meet ALL rules to be added to the Smart List.
Pro Tip #2:
You can add multiple rule groups by clicking on Add Rule Group. Contacts that meet the rules from at least one of your rule groups will be added to the Smart List.
- Click on Add Your First Rule
- Click on one of the icons in the First Rule Group
- Select a Rule Agent from the drop-down
- Select a Rule Action from the drop-down
- Select or Enter a value for the condition
Step 3: To Edit Smart List Settings
- Click Edit List Settings
- Click Update List
What you can do now:
If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.
Comments
1 comment
All of these videos are great for someone who already has an understanding of what the different features are and when/why/how you would use them, but for those of us who are complete novices, they aren't always helpful. This one for sure caused more questions than it answered.
I have no idea if I need a rule, and if I do, which one? If someone fills out my first form and submits their email address, HOW do I get my email to them? And then, how to I get the others that are part of my follow up?
The emails are just as important as the funnels, in my opinion anyway. Is there any way someone can simplify all of the steps to getting this setup? I feel that I have spent way too much of my valuable time on this process and have nothing to show for it.
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