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How To Use Smart Lists in Tekmatix to Organize & Automate Your Contacts
How To Use Smart Lists in Tekmatix to Organize & Automate Your Contacts
Smart Lists are a powerful Tekmatix feature designed to help you organize, segment, and manage your contact database automatically. Whether you're running marketing campaigns, targeting leads, or simply trying to stay organized—Smart Lists ensure you're always working with accurate, up-to-date contact groups.
In this guide, we’ll walk you through:
What Smart Lists are
Why they’re important
How to create and manage them
A sample use case
Common questions and answers
Why Smart Lists Matter
Smart Lists save you time and improve accuracy when it comes to segmentation and automation. Here’s why they’re essential:
Real-time updates – Lists update automatically based on filters you define
Better targeting – Send campaigns to the right audience without manual cleanup
Clean CRM management – Keep your contact list organized without effort
Automation-ready – Use Smart Lists as triggers or filters in your workflows
What Is a Smart List in Tekmatix?
A Smart List is a dynamic contact list that updates automatically when contacts match (or stop matching) your selected filters. Unlike a static list that you update manually, a Smart List is always current.
For example, if you create a Smart List for leads tagged “Webinar Attendee,” any new contact with that tag will be instantly added to the list—no manual action required.
You can access Smart Lists by navigating to:
Subaccount → Contacts → Smartlists
How to Create a Smart List in Tekmatix
Follow these steps to build your first Smart List:
Step 1: Open Smart Lists
Go to Contacts → Smart Lists
Click on “More Filters”
Step 2: Add Filter Conditions
Choose one or more filters (e.g., tag, status, last activity, custom fields)
Enter your criteria (e.g., Tag = “New Lead” or Last Activity > 30 days)
Click Apply to activate the filter
Step 3: Combine Filters (Optional)
Use AND to add more filters for precise segmentation
(e.g., Tag = “New Lead” AND Last Email Opened < 30 days)
Step 4: Save the List
Once your filters are ready, scroll down and click “Save as Smart List”
Name the list and hit Save
How to Manage & Edit Smart Lists
Once your Smart List is saved, you can always come back to adjust it.
To Access:
Go to Contacts
Select the Smart List name at the top
To Edit:
Click the pencil icon next to a filter to modify it
Use the trash icon or “X” to remove a filter
Click the save icon to store your changes
To Organize:
Click “Manage Smart Lists” in the upper-right corner
From there, you can rename, duplicate, share, or delete lists
Sample Scenario: Re-Engagement Campaign
Objective: Create a list of contacts who haven’t been contacted in the past 90 days so you can send them a re-engagement email.
How-To:
Go to Smart Lists > All Contacts
Click “More Filters”
In the filter search bar, type Last Activity
Select the filter and set it to “More Than” → 90 Days
From the columns dropdown, enable Last Activity
Click the plus icon (+) to save this as a Smart List
Name it: Inactive - 90 Days
You now have a dynamic list that updates automatically—every time someone hits 90 days of inactivity, they’ll show up here, ready for your next campaign.
FAQs About Smart Lists in Tekmatix
Q: Can I manually add contacts to a Smart List?
No. Contacts appear based on filters. However, if you apply a tag or update a field that matches the list’s criteria, the contact will be added automatically.
Q: Can all users see every Smart List?
By default, Smart Lists are tied to the user. However, you can share lists with other users via Manage Smart Lists > Share Button.
Q: Can I transfer a Smart List to another Tekmatix account or snapshot?
Currently, Smart Lists cannot be exported or moved between subaccounts.
Q: Do I need admin permissions to create Smart Lists?
Yes. If you don’t see the Smart List tools, check your user role or ask an admin for access.
Final Tips
Smart Lists are perfect for automations—use them as triggers or filters in your workflows
Keep your filters simple at first, then gradually build more advanced lists as your campaigns evolve
Check your Smart Lists regularly to ensure filters are still aligned with your strategy
Recap
Smart Lists in Tekmatix help you:
Save time on segmentation
Target campaigns more effectively
Keep your CRM tidy and up-to-date
Enable powerful automations
Once you get the hang of them, Smart Lists will become one of the most useful tools in your Tekmatix toolkit.
Latest Blog Posts
How To Use Smart Lists in Tekmatix to Organize & Automate Your Contacts
How To Use Smart Lists in Tekmatix to Organize & Automate Your Contacts
Smart Lists are a powerful Tekmatix feature designed to help you organize, segment, and manage your contact database automatically. Whether you're running marketing campaigns, targeting leads, or simply trying to stay organized—Smart Lists ensure you're always working with accurate, up-to-date contact groups.
In this guide, we’ll walk you through:
What Smart Lists are
Why they’re important
How to create and manage them
A sample use case
Common questions and answers
Why Smart Lists Matter
Smart Lists save you time and improve accuracy when it comes to segmentation and automation. Here’s why they’re essential:
Real-time updates – Lists update automatically based on filters you define
Better targeting – Send campaigns to the right audience without manual cleanup
Clean CRM management – Keep your contact list organized without effort
Automation-ready – Use Smart Lists as triggers or filters in your workflows
What Is a Smart List in Tekmatix?
A Smart List is a dynamic contact list that updates automatically when contacts match (or stop matching) your selected filters. Unlike a static list that you update manually, a Smart List is always current.
For example, if you create a Smart List for leads tagged “Webinar Attendee,” any new contact with that tag will be instantly added to the list—no manual action required.
You can access Smart Lists by navigating to:
Subaccount → Contacts → Smartlists
How to Create a Smart List in Tekmatix
Follow these steps to build your first Smart List:
Step 1: Open Smart Lists
Go to Contacts → Smart Lists
Click on “More Filters”
Step 2: Add Filter Conditions
Choose one or more filters (e.g., tag, status, last activity, custom fields)
Enter your criteria (e.g., Tag = “New Lead” or Last Activity > 30 days)
Click Apply to activate the filter
Step 3: Combine Filters (Optional)
Use AND to add more filters for precise segmentation
(e.g., Tag = “New Lead” AND Last Email Opened < 30 days)
Step 4: Save the List
Once your filters are ready, scroll down and click “Save as Smart List”
Name the list and hit Save
How to Manage & Edit Smart Lists
Once your Smart List is saved, you can always come back to adjust it.
To Access:
Go to Contacts
Select the Smart List name at the top
To Edit:
Click the pencil icon next to a filter to modify it
Use the trash icon or “X” to remove a filter
Click the save icon to store your changes
To Organize:
Click “Manage Smart Lists” in the upper-right corner
From there, you can rename, duplicate, share, or delete lists
Sample Scenario: Re-Engagement Campaign
Objective: Create a list of contacts who haven’t been contacted in the past 90 days so you can send them a re-engagement email.
How-To:
Go to Smart Lists > All Contacts
Click “More Filters”
In the filter search bar, type Last Activity
Select the filter and set it to “More Than” → 90 Days
From the columns dropdown, enable Last Activity
Click the plus icon (+) to save this as a Smart List
Name it: Inactive - 90 Days
You now have a dynamic list that updates automatically—every time someone hits 90 days of inactivity, they’ll show up here, ready for your next campaign.
FAQs About Smart Lists in Tekmatix
Q: Can I manually add contacts to a Smart List?
No. Contacts appear based on filters. However, if you apply a tag or update a field that matches the list’s criteria, the contact will be added automatically.
Q: Can all users see every Smart List?
By default, Smart Lists are tied to the user. However, you can share lists with other users via Manage Smart Lists > Share Button.
Q: Can I transfer a Smart List to another Tekmatix account or snapshot?
Currently, Smart Lists cannot be exported or moved between subaccounts.
Q: Do I need admin permissions to create Smart Lists?
Yes. If you don’t see the Smart List tools, check your user role or ask an admin for access.
Final Tips
Smart Lists are perfect for automations—use them as triggers or filters in your workflows
Keep your filters simple at first, then gradually build more advanced lists as your campaigns evolve
Check your Smart Lists regularly to ensure filters are still aligned with your strategy
Recap
Smart Lists in Tekmatix help you:
Save time on segmentation
Target campaigns more effectively
Keep your CRM tidy and up-to-date
Enable powerful automations
Once you get the hang of them, Smart Lists will become one of the most useful tools in your Tekmatix toolkit.
Marketing
How To Use Smart Lists in Tekmatix to Organize & Automate Your Contacts
How To Use Smart Lists in Tekmatix to Organize & Automate Your Contacts
Smart Lists are a powerful Tekmatix feature designed to help you organize, segment, and manage your contact database automatically. Whether you're running marketing campaigns, targeting leads, or simply trying to stay organized—Smart Lists ensure you're always working with accurate, up-to-date contact groups.
In this guide, we’ll walk you through:
What Smart Lists are
Why they’re important
How to create and manage them
A sample use case
Common questions and answers
Why Smart Lists Matter
Smart Lists save you time and improve accuracy when it comes to segmentation and automation. Here’s why they’re essential:
Real-time updates – Lists update automatically based on filters you define
Better targeting – Send campaigns to the right audience without manual cleanup
Clean CRM management – Keep your contact list organized without effort
Automation-ready – Use Smart Lists as triggers or filters in your workflows
What Is a Smart List in Tekmatix?
A Smart List is a dynamic contact list that updates automatically when contacts match (or stop matching) your selected filters. Unlike a static list that you update manually, a Smart List is always current.
For example, if you create a Smart List for leads tagged “Webinar Attendee,” any new contact with that tag will be instantly added to the list—no manual action required.
You can access Smart Lists by navigating to:
Subaccount → Contacts → Smartlists
How to Create a Smart List in Tekmatix
Follow these steps to build your first Smart List:
Step 1: Open Smart Lists
Go to Contacts → Smart Lists
Click on “More Filters”
Step 2: Add Filter Conditions
Choose one or more filters (e.g., tag, status, last activity, custom fields)
Enter your criteria (e.g., Tag = “New Lead” or Last Activity > 30 days)
Click Apply to activate the filter
Step 3: Combine Filters (Optional)
Use AND to add more filters for precise segmentation
(e.g., Tag = “New Lead” AND Last Email Opened < 30 days)
Step 4: Save the List
Once your filters are ready, scroll down and click “Save as Smart List”
Name the list and hit Save
How to Manage & Edit Smart Lists
Once your Smart List is saved, you can always come back to adjust it.
To Access:
Go to Contacts
Select the Smart List name at the top
To Edit:
Click the pencil icon next to a filter to modify it
Use the trash icon or “X” to remove a filter
Click the save icon to store your changes
To Organize:
Click “Manage Smart Lists” in the upper-right corner
From there, you can rename, duplicate, share, or delete lists
Sample Scenario: Re-Engagement Campaign
Objective: Create a list of contacts who haven’t been contacted in the past 90 days so you can send them a re-engagement email.
How-To:
Go to Smart Lists > All Contacts
Click “More Filters”
In the filter search bar, type Last Activity
Select the filter and set it to “More Than” → 90 Days
From the columns dropdown, enable Last Activity
Click the plus icon (+) to save this as a Smart List
Name it: Inactive - 90 Days
You now have a dynamic list that updates automatically—every time someone hits 90 days of inactivity, they’ll show up here, ready for your next campaign.
FAQs About Smart Lists in Tekmatix
Q: Can I manually add contacts to a Smart List?
No. Contacts appear based on filters. However, if you apply a tag or update a field that matches the list’s criteria, the contact will be added automatically.
Q: Can all users see every Smart List?
By default, Smart Lists are tied to the user. However, you can share lists with other users via Manage Smart Lists > Share Button.
Q: Can I transfer a Smart List to another Tekmatix account or snapshot?
Currently, Smart Lists cannot be exported or moved between subaccounts.
Q: Do I need admin permissions to create Smart Lists?
Yes. If you don’t see the Smart List tools, check your user role or ask an admin for access.
Final Tips
Smart Lists are perfect for automations—use them as triggers or filters in your workflows
Keep your filters simple at first, then gradually build more advanced lists as your campaigns evolve
Check your Smart Lists regularly to ensure filters are still aligned with your strategy
Recap
Smart Lists in Tekmatix help you:
Save time on segmentation
Target campaigns more effectively
Keep your CRM tidy and up-to-date
Enable powerful automations
Once you get the hang of them, Smart Lists will become one of the most useful tools in your Tekmatix toolkit.
How To Use Smart Lists in Tekmatix to Organize & Automate Your Contacts
How To Use Smart Lists in Tekmatix to Organize & Automate Your Contacts
Smart Lists are a powerful Tekmatix feature designed to help you organize, segment, and manage your contact database automatically. Whether you're running marketing campaigns, targeting leads, or simply trying to stay organized—Smart Lists ensure you're always working with accurate, up-to-date contact groups.
In this guide, we’ll walk you through:
What Smart Lists are
Why they’re important
How to create and manage them
A sample use case
Common questions and answers
Why Smart Lists Matter
Smart Lists save you time and improve accuracy when it comes to segmentation and automation. Here’s why they’re essential:
Real-time updates – Lists update automatically based on filters you define
Better targeting – Send campaigns to the right audience without manual cleanup
Clean CRM management – Keep your contact list organized without effort
Automation-ready – Use Smart Lists as triggers or filters in your workflows
What Is a Smart List in Tekmatix?
A Smart List is a dynamic contact list that updates automatically when contacts match (or stop matching) your selected filters. Unlike a static list that you update manually, a Smart List is always current.
For example, if you create a Smart List for leads tagged “Webinar Attendee,” any new contact with that tag will be instantly added to the list—no manual action required.
You can access Smart Lists by navigating to:
Subaccount → Contacts → Smartlists
How to Create a Smart List in Tekmatix
Follow these steps to build your first Smart List:
Step 1: Open Smart Lists
Go to Contacts → Smart Lists
Click on “More Filters”
Step 2: Add Filter Conditions
Choose one or more filters (e.g., tag, status, last activity, custom fields)
Enter your criteria (e.g., Tag = “New Lead” or Last Activity > 30 days)
Click Apply to activate the filter
Step 3: Combine Filters (Optional)
Use AND to add more filters for precise segmentation
(e.g., Tag = “New Lead” AND Last Email Opened < 30 days)
Step 4: Save the List
Once your filters are ready, scroll down and click “Save as Smart List”
Name the list and hit Save
How to Manage & Edit Smart Lists
Once your Smart List is saved, you can always come back to adjust it.
To Access:
Go to Contacts
Select the Smart List name at the top
To Edit:
Click the pencil icon next to a filter to modify it
Use the trash icon or “X” to remove a filter
Click the save icon to store your changes
To Organize:
Click “Manage Smart Lists” in the upper-right corner
From there, you can rename, duplicate, share, or delete lists
Sample Scenario: Re-Engagement Campaign
Objective: Create a list of contacts who haven’t been contacted in the past 90 days so you can send them a re-engagement email.
How-To:
Go to Smart Lists > All Contacts
Click “More Filters”
In the filter search bar, type Last Activity
Select the filter and set it to “More Than” → 90 Days
From the columns dropdown, enable Last Activity
Click the plus icon (+) to save this as a Smart List
Name it: Inactive - 90 Days
You now have a dynamic list that updates automatically—every time someone hits 90 days of inactivity, they’ll show up here, ready for your next campaign.
FAQs About Smart Lists in Tekmatix
Q: Can I manually add contacts to a Smart List?
No. Contacts appear based on filters. However, if you apply a tag or update a field that matches the list’s criteria, the contact will be added automatically.
Q: Can all users see every Smart List?
By default, Smart Lists are tied to the user. However, you can share lists with other users via Manage Smart Lists > Share Button.
Q: Can I transfer a Smart List to another Tekmatix account or snapshot?
Currently, Smart Lists cannot be exported or moved between subaccounts.
Q: Do I need admin permissions to create Smart Lists?
Yes. If you don’t see the Smart List tools, check your user role or ask an admin for access.
Final Tips
Smart Lists are perfect for automations—use them as triggers or filters in your workflows
Keep your filters simple at first, then gradually build more advanced lists as your campaigns evolve
Check your Smart Lists regularly to ensure filters are still aligned with your strategy
Recap
Smart Lists in Tekmatix help you:
Save time on segmentation
Target campaigns more effectively
Keep your CRM tidy and up-to-date
Enable powerful automations
Once you get the hang of them, Smart Lists will become one of the most useful tools in your Tekmatix toolkit.
CRM
How To Use Smart Lists in Tekmatix to Organize & Automate Your Contacts
How To Use Smart Lists in Tekmatix to Organize & Automate Your Contacts
Smart Lists are a powerful Tekmatix feature designed to help you organize, segment, and manage your contact database automatically. Whether you're running marketing campaigns, targeting leads, or simply trying to stay organized—Smart Lists ensure you're always working with accurate, up-to-date contact groups.
In this guide, we’ll walk you through:
What Smart Lists are
Why they’re important
How to create and manage them
A sample use case
Common questions and answers
Why Smart Lists Matter
Smart Lists save you time and improve accuracy when it comes to segmentation and automation. Here’s why they’re essential:
Real-time updates – Lists update automatically based on filters you define
Better targeting – Send campaigns to the right audience without manual cleanup
Clean CRM management – Keep your contact list organized without effort
Automation-ready – Use Smart Lists as triggers or filters in your workflows
What Is a Smart List in Tekmatix?
A Smart List is a dynamic contact list that updates automatically when contacts match (or stop matching) your selected filters. Unlike a static list that you update manually, a Smart List is always current.
For example, if you create a Smart List for leads tagged “Webinar Attendee,” any new contact with that tag will be instantly added to the list—no manual action required.
You can access Smart Lists by navigating to:
Subaccount → Contacts → Smartlists
How to Create a Smart List in Tekmatix
Follow these steps to build your first Smart List:
Step 1: Open Smart Lists
Go to Contacts → Smart Lists
Click on “More Filters”
Step 2: Add Filter Conditions
Choose one or more filters (e.g., tag, status, last activity, custom fields)
Enter your criteria (e.g., Tag = “New Lead” or Last Activity > 30 days)
Click Apply to activate the filter
Step 3: Combine Filters (Optional)
Use AND to add more filters for precise segmentation
(e.g., Tag = “New Lead” AND Last Email Opened < 30 days)
Step 4: Save the List
Once your filters are ready, scroll down and click “Save as Smart List”
Name the list and hit Save
How to Manage & Edit Smart Lists
Once your Smart List is saved, you can always come back to adjust it.
To Access:
Go to Contacts
Select the Smart List name at the top
To Edit:
Click the pencil icon next to a filter to modify it
Use the trash icon or “X” to remove a filter
Click the save icon to store your changes
To Organize:
Click “Manage Smart Lists” in the upper-right corner
From there, you can rename, duplicate, share, or delete lists
Sample Scenario: Re-Engagement Campaign
Objective: Create a list of contacts who haven’t been contacted in the past 90 days so you can send them a re-engagement email.
How-To:
Go to Smart Lists > All Contacts
Click “More Filters”
In the filter search bar, type Last Activity
Select the filter and set it to “More Than” → 90 Days
From the columns dropdown, enable Last Activity
Click the plus icon (+) to save this as a Smart List
Name it: Inactive - 90 Days
You now have a dynamic list that updates automatically—every time someone hits 90 days of inactivity, they’ll show up here, ready for your next campaign.
FAQs About Smart Lists in Tekmatix
Q: Can I manually add contacts to a Smart List?
No. Contacts appear based on filters. However, if you apply a tag or update a field that matches the list’s criteria, the contact will be added automatically.
Q: Can all users see every Smart List?
By default, Smart Lists are tied to the user. However, you can share lists with other users via Manage Smart Lists > Share Button.
Q: Can I transfer a Smart List to another Tekmatix account or snapshot?
Currently, Smart Lists cannot be exported or moved between subaccounts.
Q: Do I need admin permissions to create Smart Lists?
Yes. If you don’t see the Smart List tools, check your user role or ask an admin for access.
Final Tips
Smart Lists are perfect for automations—use them as triggers or filters in your workflows
Keep your filters simple at first, then gradually build more advanced lists as your campaigns evolve
Check your Smart Lists regularly to ensure filters are still aligned with your strategy
Recap
Smart Lists in Tekmatix help you:
Save time on segmentation
Target campaigns more effectively
Keep your CRM tidy and up-to-date
Enable powerful automations
Once you get the hang of them, Smart Lists will become one of the most useful tools in your Tekmatix toolkit.
How To Use Smart Lists in Tekmatix to Organize & Automate Your Contacts
How To Use Smart Lists in Tekmatix to Organize & Automate Your Contacts
Smart Lists are a powerful Tekmatix feature designed to help you organize, segment, and manage your contact database automatically. Whether you're running marketing campaigns, targeting leads, or simply trying to stay organized—Smart Lists ensure you're always working with accurate, up-to-date contact groups.
In this guide, we’ll walk you through:
What Smart Lists are
Why they’re important
How to create and manage them
A sample use case
Common questions and answers
Why Smart Lists Matter
Smart Lists save you time and improve accuracy when it comes to segmentation and automation. Here’s why they’re essential:
Real-time updates – Lists update automatically based on filters you define
Better targeting – Send campaigns to the right audience without manual cleanup
Clean CRM management – Keep your contact list organized without effort
Automation-ready – Use Smart Lists as triggers or filters in your workflows
What Is a Smart List in Tekmatix?
A Smart List is a dynamic contact list that updates automatically when contacts match (or stop matching) your selected filters. Unlike a static list that you update manually, a Smart List is always current.
For example, if you create a Smart List for leads tagged “Webinar Attendee,” any new contact with that tag will be instantly added to the list—no manual action required.
You can access Smart Lists by navigating to:
Subaccount → Contacts → Smartlists
How to Create a Smart List in Tekmatix
Follow these steps to build your first Smart List:
Step 1: Open Smart Lists
Go to Contacts → Smart Lists
Click on “More Filters”
Step 2: Add Filter Conditions
Choose one or more filters (e.g., tag, status, last activity, custom fields)
Enter your criteria (e.g., Tag = “New Lead” or Last Activity > 30 days)
Click Apply to activate the filter
Step 3: Combine Filters (Optional)
Use AND to add more filters for precise segmentation
(e.g., Tag = “New Lead” AND Last Email Opened < 30 days)
Step 4: Save the List
Once your filters are ready, scroll down and click “Save as Smart List”
Name the list and hit Save
How to Manage & Edit Smart Lists
Once your Smart List is saved, you can always come back to adjust it.
To Access:
Go to Contacts
Select the Smart List name at the top
To Edit:
Click the pencil icon next to a filter to modify it
Use the trash icon or “X” to remove a filter
Click the save icon to store your changes
To Organize:
Click “Manage Smart Lists” in the upper-right corner
From there, you can rename, duplicate, share, or delete lists
Sample Scenario: Re-Engagement Campaign
Objective: Create a list of contacts who haven’t been contacted in the past 90 days so you can send them a re-engagement email.
How-To:
Go to Smart Lists > All Contacts
Click “More Filters”
In the filter search bar, type Last Activity
Select the filter and set it to “More Than” → 90 Days
From the columns dropdown, enable Last Activity
Click the plus icon (+) to save this as a Smart List
Name it: Inactive - 90 Days
You now have a dynamic list that updates automatically—every time someone hits 90 days of inactivity, they’ll show up here, ready for your next campaign.
FAQs About Smart Lists in Tekmatix
Q: Can I manually add contacts to a Smart List?
No. Contacts appear based on filters. However, if you apply a tag or update a field that matches the list’s criteria, the contact will be added automatically.
Q: Can all users see every Smart List?
By default, Smart Lists are tied to the user. However, you can share lists with other users via Manage Smart Lists > Share Button.
Q: Can I transfer a Smart List to another Tekmatix account or snapshot?
Currently, Smart Lists cannot be exported or moved between subaccounts.
Q: Do I need admin permissions to create Smart Lists?
Yes. If you don’t see the Smart List tools, check your user role or ask an admin for access.
Final Tips
Smart Lists are perfect for automations—use them as triggers or filters in your workflows
Keep your filters simple at first, then gradually build more advanced lists as your campaigns evolve
Check your Smart Lists regularly to ensure filters are still aligned with your strategy
Recap
Smart Lists in Tekmatix help you:
Save time on segmentation
Target campaigns more effectively
Keep your CRM tidy and up-to-date
Enable powerful automations
Once you get the hang of them, Smart Lists will become one of the most useful tools in your Tekmatix toolkit.
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Web Design
How To Use Smart Lists in Tekmatix to Organize & Automate Your Contacts
How To Use Smart Lists in Tekmatix to Organize & Automate Your Contacts
Smart Lists are a powerful Tekmatix feature designed to help you organize, segment, and manage your contact database automatically. Whether you're running marketing campaigns, targeting leads, or simply trying to stay organized—Smart Lists ensure you're always working with accurate, up-to-date contact groups.
In this guide, we’ll walk you through:
What Smart Lists are
Why they’re important
How to create and manage them
A sample use case
Common questions and answers
Why Smart Lists Matter
Smart Lists save you time and improve accuracy when it comes to segmentation and automation. Here’s why they’re essential:
Real-time updates – Lists update automatically based on filters you define
Better targeting – Send campaigns to the right audience without manual cleanup
Clean CRM management – Keep your contact list organized without effort
Automation-ready – Use Smart Lists as triggers or filters in your workflows
What Is a Smart List in Tekmatix?
A Smart List is a dynamic contact list that updates automatically when contacts match (or stop matching) your selected filters. Unlike a static list that you update manually, a Smart List is always current.
For example, if you create a Smart List for leads tagged “Webinar Attendee,” any new contact with that tag will be instantly added to the list—no manual action required.
You can access Smart Lists by navigating to:
Subaccount → Contacts → Smartlists
How to Create a Smart List in Tekmatix
Follow these steps to build your first Smart List:
Step 1: Open Smart Lists
Go to Contacts → Smart Lists
Click on “More Filters”
Step 2: Add Filter Conditions
Choose one or more filters (e.g., tag, status, last activity, custom fields)
Enter your criteria (e.g., Tag = “New Lead” or Last Activity > 30 days)
Click Apply to activate the filter
Step 3: Combine Filters (Optional)
Use AND to add more filters for precise segmentation
(e.g., Tag = “New Lead” AND Last Email Opened < 30 days)
Step 4: Save the List
Once your filters are ready, scroll down and click “Save as Smart List”
Name the list and hit Save
How to Manage & Edit Smart Lists
Once your Smart List is saved, you can always come back to adjust it.
To Access:
Go to Contacts
Select the Smart List name at the top
To Edit:
Click the pencil icon next to a filter to modify it
Use the trash icon or “X” to remove a filter
Click the save icon to store your changes
To Organize:
Click “Manage Smart Lists” in the upper-right corner
From there, you can rename, duplicate, share, or delete lists
Sample Scenario: Re-Engagement Campaign
Objective: Create a list of contacts who haven’t been contacted in the past 90 days so you can send them a re-engagement email.
How-To:
Go to Smart Lists > All Contacts
Click “More Filters”
In the filter search bar, type Last Activity
Select the filter and set it to “More Than” → 90 Days
From the columns dropdown, enable Last Activity
Click the plus icon (+) to save this as a Smart List
Name it: Inactive - 90 Days
You now have a dynamic list that updates automatically—every time someone hits 90 days of inactivity, they’ll show up here, ready for your next campaign.
FAQs About Smart Lists in Tekmatix
Q: Can I manually add contacts to a Smart List?
No. Contacts appear based on filters. However, if you apply a tag or update a field that matches the list’s criteria, the contact will be added automatically.
Q: Can all users see every Smart List?
By default, Smart Lists are tied to the user. However, you can share lists with other users via Manage Smart Lists > Share Button.
Q: Can I transfer a Smart List to another Tekmatix account or snapshot?
Currently, Smart Lists cannot be exported or moved between subaccounts.
Q: Do I need admin permissions to create Smart Lists?
Yes. If you don’t see the Smart List tools, check your user role or ask an admin for access.
Final Tips
Smart Lists are perfect for automations—use them as triggers or filters in your workflows
Keep your filters simple at first, then gradually build more advanced lists as your campaigns evolve
Check your Smart Lists regularly to ensure filters are still aligned with your strategy
Recap
Smart Lists in Tekmatix help you:
Save time on segmentation
Target campaigns more effectively
Keep your CRM tidy and up-to-date
Enable powerful automations
Once you get the hang of them, Smart Lists will become one of the most useful tools in your Tekmatix toolkit.
How To Use Smart Lists in Tekmatix to Organize & Automate Your Contacts
How To Use Smart Lists in Tekmatix to Organize & Automate Your Contacts
Smart Lists are a powerful Tekmatix feature designed to help you organize, segment, and manage your contact database automatically. Whether you're running marketing campaigns, targeting leads, or simply trying to stay organized—Smart Lists ensure you're always working with accurate, up-to-date contact groups.
In this guide, we’ll walk you through:
What Smart Lists are
Why they’re important
How to create and manage them
A sample use case
Common questions and answers
Why Smart Lists Matter
Smart Lists save you time and improve accuracy when it comes to segmentation and automation. Here’s why they’re essential:
Real-time updates – Lists update automatically based on filters you define
Better targeting – Send campaigns to the right audience without manual cleanup
Clean CRM management – Keep your contact list organized without effort
Automation-ready – Use Smart Lists as triggers or filters in your workflows
What Is a Smart List in Tekmatix?
A Smart List is a dynamic contact list that updates automatically when contacts match (or stop matching) your selected filters. Unlike a static list that you update manually, a Smart List is always current.
For example, if you create a Smart List for leads tagged “Webinar Attendee,” any new contact with that tag will be instantly added to the list—no manual action required.
You can access Smart Lists by navigating to:
Subaccount → Contacts → Smartlists
How to Create a Smart List in Tekmatix
Follow these steps to build your first Smart List:
Step 1: Open Smart Lists
Go to Contacts → Smart Lists
Click on “More Filters”
Step 2: Add Filter Conditions
Choose one or more filters (e.g., tag, status, last activity, custom fields)
Enter your criteria (e.g., Tag = “New Lead” or Last Activity > 30 days)
Click Apply to activate the filter
Step 3: Combine Filters (Optional)
Use AND to add more filters for precise segmentation
(e.g., Tag = “New Lead” AND Last Email Opened < 30 days)
Step 4: Save the List
Once your filters are ready, scroll down and click “Save as Smart List”
Name the list and hit Save
How to Manage & Edit Smart Lists
Once your Smart List is saved, you can always come back to adjust it.
To Access:
Go to Contacts
Select the Smart List name at the top
To Edit:
Click the pencil icon next to a filter to modify it
Use the trash icon or “X” to remove a filter
Click the save icon to store your changes
To Organize:
Click “Manage Smart Lists” in the upper-right corner
From there, you can rename, duplicate, share, or delete lists
Sample Scenario: Re-Engagement Campaign
Objective: Create a list of contacts who haven’t been contacted in the past 90 days so you can send them a re-engagement email.
How-To:
Go to Smart Lists > All Contacts
Click “More Filters”
In the filter search bar, type Last Activity
Select the filter and set it to “More Than” → 90 Days
From the columns dropdown, enable Last Activity
Click the plus icon (+) to save this as a Smart List
Name it: Inactive - 90 Days
You now have a dynamic list that updates automatically—every time someone hits 90 days of inactivity, they’ll show up here, ready for your next campaign.
FAQs About Smart Lists in Tekmatix
Q: Can I manually add contacts to a Smart List?
No. Contacts appear based on filters. However, if you apply a tag or update a field that matches the list’s criteria, the contact will be added automatically.
Q: Can all users see every Smart List?
By default, Smart Lists are tied to the user. However, you can share lists with other users via Manage Smart Lists > Share Button.
Q: Can I transfer a Smart List to another Tekmatix account or snapshot?
Currently, Smart Lists cannot be exported or moved between subaccounts.
Q: Do I need admin permissions to create Smart Lists?
Yes. If you don’t see the Smart List tools, check your user role or ask an admin for access.
Final Tips
Smart Lists are perfect for automations—use them as triggers or filters in your workflows
Keep your filters simple at first, then gradually build more advanced lists as your campaigns evolve
Check your Smart Lists regularly to ensure filters are still aligned with your strategy
Recap
Smart Lists in Tekmatix help you:
Save time on segmentation
Target campaigns more effectively
Keep your CRM tidy and up-to-date
Enable powerful automations
Once you get the hang of them, Smart Lists will become one of the most useful tools in your Tekmatix toolkit.
