Stop Guessing: Use Smart Lists to Automatically Segment Your Contacts

Whether you’re running a campaign, launching a service, or just trying to stay in touch with the right people, manually sorting through contacts is a headache.

Smart Lists in the Infinity3 Platform take care of that for you. They work in real time, automatically updating based on the filters you set — so your lists are always fresh, accurate, and actionable.

What Are Smart Lists?

A Smart List is a dynamic list of contacts that updates automatically whenever someone matches the filters you’ve chosen.

Unlike static lists (where you manually add or remove people), Smart Lists change as your contacts’ tags, statuses, or activity changes.

You might have a Smart List for:

• New leads from the past 30 days
• Clients who haven’t booked in 60 days
• Contacts tagged “SEO” but haven’t converted
• Trial users who didn’t upgrade
• Clients who opened your last campaign but didn’t reply

It’s all automated — no spreadsheets, no manual filtering, no stress.

Why They’re a Game Changer

✅ Always up-to-date
✅ Perfect for automation triggers
✅ Useful for targeting emails and texts
✅ Helps you stay on top of key follow-ups
✅ Saves time and reduces guesswork

You don’t need to be a marketing expert to benefit — you just need to know who you want to reach, and the platform handles the rest.

How to Create a Smart List

1. Go to Your Contacts Section

Click “Smart Lists” in your CRM panel. You’ll see existing lists or the option to create a new one.

2. Add Filters

You can filter by almost anything:

• Tags (e.g. “New Lead”, “PDI”, “Course Buyer”)
• Date added
• Last activity date
• Booking status
• Form completed
• Workflow entered or not entered
• Location or custom fields

You can combine multiple filters to get as specific as you need.

3. Give It a Name

Make your naming clear and practical — e.g.:

• Inactive Clients (60+ Days)
• Form: Contact Request – Not Booked
• Trial Ended – No Upgrade

4. Save & Use

Your Smart List now lives in the platform and updates automatically. You can:

• Use it in email/SMS campaigns
• Trigger workflows
• Track conversion rates
• Keep your sales pipeline flowing

Smart List Ideas You Can Use Today

✅ “New Leads – Last 14 Days” – for follow-ups and nurture campaigns
✅ “No Booking – After Form Submission” – to prompt action
✅ “Tagged ‘SEO Interest’ + No Contact in 30 Days” – for re-engagement
✅ “Clients Due Review Request” – to automate testimonials
✅ “Members With Expired Access” – for renewal reminders

The possibilities are endless — and every one of them can save you time while improving results.

Tips for Smarter Segmentation

• Keep your tags clean — they’re the fuel behind smart filtering
• Use Smart Lists as trigger points in automations
• Combine with email/SMS campaigns for personalised messaging
• Check your Smart Lists regularly to spot patterns and gaps
• Use list size as a health check (e.g. if “Lost Leads” is growing, something’s off)

Wrapping Up

Smart Lists quietly do the heavy lifting in the background — keeping your contact database organised, relevant, and ready to take action.

Instead of guessing who to follow up with, you can see exactly who fits your criteria, and automate your outreach accordingly.

If you’re still sorting contacts manually or relying on static lists, it’s time to level up.

Log in, create your first Smart List, and let the platform do the sorting — so you can focus on the connecting.