CRM - Lists

Lists in GrowthIQ help you organize your contacts into meaningful groups, making it easier to reach the right people, run automated workflows, and track results. By using lists, you can segment contacts for targeted messaging, trigger campaigns based on list membership, and save time with Smart Lists that automatically update as your contacts meet certain criteria.

Types of Lists

• Static Lists — manually maintained, ideal for one-time actions (e.g., "Event Attendees – November 2025")
• Smart Lists — automatically updated based on rules (e.g., "Contacts who opened an email in past 30 days")

Key Benefits

• Centralize contact segmentation
• Automate updates with Smart Lists
• Trigger workflows automatically

How to Use Lists

1. Create a List: CRM → Lists → Create → choose Static or Smart → Filter to create the target audience intended
2. Delete a List: Lists → ⋮ → Delete

Best Practices

• Use Smart Lists whenever possible
• Keep Static Lists focused on short-term campaigns
• Review Lists regularly for relevance

FAQs