How to Create a Smart List in Go High Level and Edit It?

GoHighLevel is a powerful tool that helps businesses with marketing, customer management, and more. One great Gohighlevel feature is it offers the Smart List. Smart Lists allow you to organize and filter your contacts based on specific criteria, making it easy to find the right people for different purposes, like marketing campaigns, follow-ups, or special offers.

If you’re new to GoHighLevel, don’t worry! This guide is written in very simple language and will walk you through how to create a List (Smart one) in GoHighLevel. By the end, you’ll know exactly how to set up a List to make your work easier and more organized.

What is a Smart List in Gohighlevel?

Before we dive into the steps, let’s understand what a Smart List is. A Smart List in GoHighLevel is a list of contacts (people) who match certain filters or criteria you set. For example, you might want a list of all customers who live in a specific city, or a list of people who haven’t bought anything from you yet.

Instead of going through your entire list of contacts manually, a List automatically updates and includes everyone who matches your filters. This way, you always have an up-to-date list of people who fit your criteria.

Why Use a Smart List?

GHL Smart Lists can help you in many ways:

• Easy Organization: Organize your contacts based on specific details like location, buying habits, or interest in a particular product.
• Targeted Communication: Send emails or messages only to people who will find them relevant, making your marketing more effective.
• Save Time: Instead of creating lists manually, a List automatically updates with the right contacts, saving you time.
• Better Follow-Ups: Keep track of customers who need follow-up communication, like those who haven’t completed a purchase.

Steps to Create a Smart List in GoHighLevel

Creating a specific List is easy if you follow these simple steps. Let’s get started!

Step 1: Log in to Your GoHighLevel Account

First, you need to log in to your GoHighLevel account. If you don’t have an account, you’ll need to sign up on the GoHighLevel website.

Once logged in, you’ll be on the dashboard where you can see different tools and options.

Step 2: Go to the Contacts Section

On the dashboard, look for a section or tab labeled “Contacts”. This is where you can see all the people you’ve added to GoHighLevel, like customers, leads, and others.

Click on Contacts to open the contact list. Here, you’ll see all the contacts you currently have in your account.

Step 3: Find the “Smart List” Option

In the Contacts section, look for a button or option called “Smart List”. This is where you will create and manage your Smart Lists.

Click on Smart List to start setting up a new list based on specific criteria.

Step 4: Set Up Your Filters

This is the most important part of creating a Smart List. Filters help you decide which contacts should be included in your List.

For example, let’s say you want a list of all customers in New York who haven’t made a purchase yet. You can set up filters to show only people who live in New York and have no purchase history.

Common Filters You Can Use:

• Location: Filter by city, state, or country.
• Purchase History: Find people who have or haven’t bought from you.
• Contact Tags: Use tags to categorize contacts, like “new customer” or “VIP.”
• Last Activity: Filter contacts based on their last interaction, like a recent message or website visit.
• Custom Fields: If you’ve added custom information, you can use it to create a filter.

To set up filters, click on Add Filter or similar options that let you choose the conditions for your Smart List. You can add multiple filters to make your list more specific.

Step 5: Apply the Filters

Once you’ve chosen your filters, you need to apply them. Click on a button that says something like Apply Filters or Create Smart List. This tells GoHighLevel to look through your contacts and find everyone who matches your criteria.

Step 6: Save Your Smart List

After applying the filters, you’ll see a list of contacts who fit the criteria. This is your Smart List. To save it, look for an option that says Save Smart List or Save As New List.

Give your List a name that describes it well. For example, “New York Non-Buyers” is a clear name if it’s a list of people in New York who haven’t bought anything.

Click Save to finish creating your Smart List.

Step 7: Use Your Smart List

Now that you have a specific List, you can use it in different ways. Here are some ideas:

• Send Emails: Send a specific email to the people in this Smart List.
• Text Messages: Message them about special offers or reminders.
• Follow-Up: Keep track of people who need a follow-up email or call.

Every time new contacts are added to your account that match the filters, they’ll automatically be added to the Smart List. This keeps your list always up to date without any extra work.

Tips for Using Smart Lists Effectively

Creating a Smart List is simple, but here are some extra tips to make sure you’re using it effectively:

1. Be Clear with Your Filters

Make sure the filters you choose match the purpose of the List. If you want a list of recent buyers, choose filters that clearly include only those people.

2. Name Your Smart List Clearly

Use clear and descriptive names for your Smart Lists. This way, you’ll know exactly what each list is for, even if you have multiple lists.

3. Update Your Filters as Needed

As your business grows, you may want to change or add new filters. Go back and edit your Smart List filters if you need to update your criteria.

4. Combine Filters for Targeted Lists

Try combining different filters to make very specific lists. For example, you could create a list of “California Customers Interested in Product X” by using location and interest-based filters.

5. Test Your List

After creating a List, double-check the contacts in it to make sure it’s working as you intended. This helps you catch any mistakes early.

Examples of Smart Lists You Can Create

Not sure what kind of Lists would be helpful? Here are some examples of lists that can make your work easier:

• New Leads: A list of people who just joined your contact list but haven’t made a purchase.
• Frequent Buyers: A list of customers who buy from you regularly.
• Inactive Contacts: People who haven’t interacted with you in a while and might need a re-engagement message.
• Specific Location: For example, a list of customers in a particular city or state.
• Birthday or Anniversary: Send special messages to people on their birthdays or anniversaries.

Benefits of Using Smart Lists

Using Smart Lists in GoHighLevel offers many benefits:

1. Saves Time: No need to manually go through contacts. These list updates automatically.
2. More Targeted Marketing: Send the right message to the right people, increasing the chances of engagement.
3. Better Organization: Organize contacts into different lists based on their behavior or needs.
4. Improved Follow-Ups: Keep track of people who need follow-ups, ensuring you never miss an opportunity.
5. Easy Tracking: Easily find contacts who match specific criteria, helping you make quick business decisions.

Troubleshooting: What to Do if Your Smart List Isn’t Working

Sometimes, you may run into issues where your particular List isn’t showing the right contacts. Here are some things to check:

1. Double-Check Your Filters

Go back and check if the filters you used are correct. Small mistakes in filters can change the whole list.

2. Refresh the Page

Sometimes, refreshing the page can help if your List (Smart) isn’t updating correctly.

3. Check for Updates in GoHighLevel

GoHighLevel might release updates that improve how Smart Lists work. Make sure you’re using the latest version.

4. Contact Support

If you’ve tried everything and your List still isn’t working, contact MyVirtualTalent’s GoHighLevel support team for help.

Wrapping of Words

Creating a Smart List in GoHighLevel is a simple yet powerful way to keep your contacts organized and make your marketing more effective. Following these easy steps, you can set up Smart Lists that automatically update with the right people, saving you time and effort.

Whether you’re a beginner or have been using GoHighLevel for a while, Smart Lists are a feature that can help any business. Try creating this List today and see how it makes your work easier! After doing everything, still, if its not happening, you can contact MyVirtualTalent.