Saved lists and filters
Filter your customers by tag, last visit or other details, save that view as a smart list and use it to send messages or export.
Updated
A smart list is a saved search: "customers who haven't visited in 2 months", "birthdays this month". It updates itself every time you open it.
Filter your contacts
- Click Contacts.
- Click Filters.
- Choose what to look at: for example Tags include customer:vip, or a last purchase or last visit date.
- Click Apply. You'll see only the people who match.
You can combine several filters: the list gets shorter with each one.
Save the view
- With your filters on, click Save as smart list.
- Give it a clear name, such as "Frequent customers".
- Save. It will appear under Smart Lists, above your contacts.
Your template already includes several lists, for example customers with marketing permission, VIP, dormant and "Waiting list". You can open them, but it's best not to change their filters: automations rely on them.
What to do with a list
- Send a message to everyone on it (only to people who gave you permission). See Do something with many contacts at once.
- Export it to a file. See Export your contacts.
- Review it every week to know who to call.
To try a new filter, create your own list instead of editing the ones that come with your template.
If something goes wrong
- The list is empty: check that the filter isn't too strict and that every tag is spelled correctly.
- Someone unexpected shows up: open their profile and check which tags they have.
Write to us at support@neuroaistudio.com.