coreILLA - Smartlists - Using ANDOR Filters to Create Smart Lists in coreILLA

coreILLA's filtering system allows users to create dynamic Smart Lists by applying various AND/OR conditions to their contacts. This feature enhances contact management by categorizing and segmenting your audience based on specific criteria.

Benefits of Using Smart Lists with AND/OR Filters

• Dynamic and Auto-Updating:
  Smart Lists automatically update as new contacts meet the set conditions, ensuring your lists are always current.
• Efficient Audience Segmentation:
  
  Helps categorize your audience for targeted actions based on their interactions and engagement levels.
  
• Enhanced Communication:
  
  Enables precise communication strategies tailored to specific segments of your contact database.
  

By following these steps, you can effectively use AND/OR filters to create and manage Smart Lists in coreILLA, improving your contact management and targeting capabilities.

Here’s a detailed guide on how to use these filters effectively:

1. After logging into your account, from the coreILLA dashboard, go to the "Contacts" section.
   

2. Click on the "More Filters" button to begin setting up your filters.
   

3. Choose the first filter criterion. For example, to filter contacts created less than seven days ago, select the "Created" filter.
   

4. Set it to "less than seven days ago." or as you desire.
   

5. Click on Apply to save the filter.
   

6. Click "AND" to add another condition.
   

7. For example, you can filter by tag, click on tags to select one.
   

8. Select one of the tag from the dropdown menu according to your desired condition.
   

9. Click on the desired tag to continue.
   

10. Click on Apply to finalise this.
    

11. To include contacts that meet either of two conditions, click "OR."
    

12. Add a second set of conditions. For instance, filter contacts who opened your emails in the desired date range.
    

13. Set up the details here.
    

14. Click on Apply. This step ensures that if either condition is met, the contact will be included in the Smart List.
    

15. Click on Clear all filters…
    

16. Once satisfied with the filters, click "Save as Smart List."
    

17. Name your Smart List appropriately.
    

18. Click on Save to save your smart list.
    

19. The Smart List will now appear with the applied filters preloaded.
    

Updated on: 09/17/2024