How to Create/Manage Smart Contact Lists - Command Center™

How to Video - Create and Manage Smart Contact Lists in Your Command Center™

Objective: This guide will walk you through the process of creating and managing smart lists in Command Center™, allowing you to organize contacts and improve targeted marketing.

Step 1: Accessing the Contacts Section

1. Log in to Command Center™ with your credentials.
2. From the main dashboard, locate and click on the "Contacts" section.

Step 2: Creating a New Smart List

1. Within the Contacts section, you'll see your existing smart lists. To create a new one, click on the "New Smart List" option.
2. Name your smart list based on the category you want to create (e.g., "Consults," "Tactical Enthusiasts").
3. Click "Create" to generate your new smart list.

Step 3: Tagging Contacts

1. For effective list segmentation, it's essential to tag contacts appropriately.
2. Choose the contacts you want to tag. You can select multiple contacts at once.
3. Click on the "Add Tag" option and choose an existing tag from the list. Alternatively, create a new tag by typing its name and pressing "Enter."
4. For tracking purposes, fill in the "Action" field to describe why you're adding the tag (e.g., "Tagging for Consult List").

Step 4: Tagging from Client Accounts

1. Navigate to the contact's individual client account.
2. Scroll down to find the "Tags" section.
3. Click "Add Tag" and select the appropriate tag from the list.

Step 5: Filtering Contacts by Tag

1. Return to the Contacts section.
2. Click on "More Filters" to access advanced filtering options.
3. Choose the relevant tag from the "Filter by Tag" dropdown menu.
4. Click "Apply" to filter contacts based on the chosen tag.

Step 6: Saving Filtered List as a Smart List

1. Once you've filtered the contacts, review the list to ensure it's accurate.
2. Click on "Save as Smart List."
3. Name the smart list according to the tag you used (e.g., "Hunting Enthusiasts").
4. Click "Save" to create the smart list.

Step 7: Utilizing Smart Lists for Targeted Marketing

1. Leverage the created smart lists to tailor marketing messages.
2. Craft and send messages that resonate with the specific interests of the contacts within each smart list.
3. Repeat this process for different smart lists, ensuring personalized communication.

Step 8: Conclusion

1. You've successfully created and managed smart lists in Command Center™!
2. By effectively tagging and filtering contacts, you can enhance your marketing strategies and engage your audience more efficiently.

Remember to refer back to this guide whenever you need to create and manage smart lists in Command Center™. If you have any questions or encounter issues, don't hesitate to reach out to the support team for assistance.