What is a smart list?

What is a smart list?

A smart list contains only those contacts who meet the criteria specified in the workflow. If at any point a contact stops meeting the criteria you've set for the smart list, they will automatically be removed from the smart list.  To add a smart list in your instant workflow,

  1. From the Navigation toolbar, select Automation and choose workflows.
  2. Click Create Workflow present at the top-right corner.
  3. Click Conditional Workflow, and select click Create under Instant.
     create instant workflow
  4. Provide the following information:
    • Name for the workflow for your reference in the future.
    • Select a mailing list to associate with the workflow. If necessary, you can create a new mailing list.
    • Set up criteria defining the conditions with which your contacts should be categorized. You can set up to six criteria and set the criteria pattern as of your choice. You can also define the conditions based on consent status as a criteria.
    • Select the 'Add contacts to another list' action to be performed. Contacts who meet the criteria will be added to another mailing list i.e, a target list. Select your target list from the dropdown or create a new mailing list.
    • Select the Mark as Smart List option - When you mark your target list as a smart list, the workflow will add the contacts that meet the specified criteria to the smart list.
  5. Click Activate Now to enable workflow immediately or click Save as Draft for use in the future.
After the workflow is activated, if you've selected an existing mailing list from the dropdown as your target/smart list then, if contacts already present in the list stops meeting the criteria, they will automatically be removed from the smart list.
Also if any new contact added to the smart list through the workflow (i.e., those who met the specified criteria), stops meeting the criteria, they will be removed from the smart list.
Thus the smart list, at any point of time, will hold only those contacts who match the criteria specified in the workflow.
Note : The contacts who don't meet the specified criteria in your workflow will be removed only from the smart list, but will remain active in your mailing lists. 


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              TypeformWCAG


                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now




                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media


                                                                  • Desk Community Learning Series


                                                                  • Digest


                                                                  • Functions


                                                                  • Meetups


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner


                                                                  • Word of the Day


                                                                  • Ask the Experts


                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now








                                                                                                                            • Related Articles

                                                                                                                            • What will happen if I have associated the same smart list (target list) with two different workflows?

                                                                                                                              Workflow triggers are sequential; at any point, the smart list will only contain contacts who match the criteria of the last triggered workflow.
                                                                                                                            • Instant Workflow

                                                                                                                              Use the instant workflow to perform actions on your contacts instantly, whenever a defined condition is satisfied. User scenario Jane has an online store for antiques. Contacts join her mailing list through the signup form embedded in her website. To ...
                                                                                                                            • What is the difference between a workflow and an autoresponder?

                                                                                                                              Autoresponder An autoresponder allows you to send out a series of emails and SMS messages automatically based on a single condition. You can also send followup messages in the same autoresponder. There are seven types of autoresponders listed below. ...
                                                                                                                            • Time-based Workflows

                                                                                                                              Use the time-based workflow to perform actions on your contacts at a specific time. You have the option of triggering this workflow either once or at regular intervals. In conditional workflows, you can send emails only once to your contacts in the ...
                                                                                                                            • Smart Series

                                                                                                                              Zoho Campaigns will soon deprecate its Autoresponder feature. The feature will not be available to new users, but existing users will have time to replicate it using Workflows. Understanding smart series autoresponder Smart series autoresponders ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources