Smarter Segmentation, Stronger Engagement
In June 2023, Venn CRM introduced Smart Lists, a dynamic way to segment your contacts based on real-time behaviors and attributes. Unlike static lists, Smart Lists automatically update as contacts meet or no longer meet the defined criteria, ensuring your marketing efforts are always targeted and relevant.
Key Benefits:
- Dynamic Updates: Contacts move in and out of lists automatically based on set conditions.
- Enhanced Targeting: Send personalized messages to specific segments without manual list management.
- Time Efficiency: Reduce the need for constant list maintenance, freeing up time for strategic tasks.
How to Set Up Smart Lists:
- Navigate to the Contacts section in Venn CRM.
- Click on Smart Lists and select Create New Smart List.
- Define your criteria using filters like tags, last activity date, or custom fields.
- Save and name your Smart List for easy reference.
By leveraging Smart Lists, you can ensure that your communications are always relevant, timely, and personalized, leading to higher engagement rates and better customer relationships.
