Creating Smartlists to easily segment your contacts

Creating Smartlists is a powerful feature to help you keep track of contacts on your list that are completing various activities.  This becomes super helpful when you are trying to manage contacts for something specific - especially for members who are active within a coaching program or membership.

*You will notice that I had to cut the video off as I was not able to blur the names in trying to show you the example from Lady Boss Studio - it was just showing you the smart list we have for our Lead Magnet. 

How to Create a Smart List in Funnel Breezy

This guide will walk you through creating a Smart List in Funnel Breezy to easily segment your contacts based on specific criteria.

Step 1: Accessing the Filters Menu

1. Navigate to your Funnel Breezy dashboard.

2. Go to the Contacts section.

Step 2: Applying a Tag Filter

1. Look for the Filters section on the right side of the Contacts dashboard.

2. Click on Tag.

3. Select the tag you want to use for your Smart List. In this example, we'll use "Lead Magnet Name."

4. Click Apply.

Step 3: Viewing Filtered Contacts

• You will now see only the contacts with the chosen tag (e.g., "Lead Magnet Name") displayed. This provides a temporary filtered view, not a dedicated list.

Step 4: Saving the Smart List

1. Scroll down to the bottom of the page.

2. Click on Save as and choose Smart List.

3. Give your Smart List a clear and concise name. For example, "LM - Email List" (LM stands for Lead Magnet).

Step 5: Verifying Your Smart List

• Your newly created Smart List will be displayed under the "Contacts" section.

• This list will automatically update as new contacts sign up with the chosen tag (e.g., "Lead Magnet Name").

Bonus Step: Editing a Smart List

1. Click on the Smart List you want to edit.

2. You can:

   • Rename the list.

   • Edit the criteria (add or remove tags) to include/exclude contacts based on additional criteria.

   • Reorder the list on your dashboard.