In this video, we'll explore the power and utility of smart lists in Elenore.

Smart lists offer a dynamic way to segment your contacts within Elenore. They allow you to save specific groups based on filters, streamlining your future communication efforts. Whether you're reaching out to prospects, analyzing opportunities, or engaging in targeted marketing, smart lists are a go-to tool.

So, how do you create a smart list?

1. Initiate the Process: Click on the 'More Filters' button to begin segmentation.

2. Use Tags for Segmentation: If you want to create a smart list of past customers and you've tagged them as such, simply search using the 'tag' filter and select 'past customer'.

3. Save Your Smart List: Once segmented, click the '+' button, name your list (e.g., 'Past Customers'), and confirm.

From this point on, any new contact added to Elenore that matches the criteria (like being tagged as a 'past customer') will be automatically added to this smart list.

You can repeat this process for various segments, such as prospects. So, if you tag someone as a 'prospect', they'll be added to the 'prospect' smart list.

Now, let's explore the power of these lists. Say you want to send a discount offer to all your prospects. Simply:

1. Select the 'prospects' smart list.

2. Choose all the contacts.

3. Send them a text or email.

Similarly, if you want to appreciate your past customers with a special message, select the 'past customers' list and communicate your gratitude.

Remember, smart lists aren't limited to tags. Maybe you want a list of all contacts from Kentucky? Simply filter by state, type 'Kentucky', and save it as a smart list. You can segment by purchase history, interaction stage, appointment schedules, and so much more. The versatility of smart lists ensures you always have the right group of contacts at your fingertips.

In essence, smart lists elevate your efficiency, eliminating the need to manually filter and search every time you want to engage a specific group. They are not just practical; they're essential. Dive in, start segmenting, and witness the transformative impact of smart lists on your Elenore experience.