How To Use And/Or Filters In HighLevel Smartlists

• Creating Smart Lists in Go HighLevel
• Benefits of Smart Lists
• Example Scenario
• Conclusion

we’re going to learn how to use different filters in the Contacts section to create smart lists. These smart lists will help you segment and manage your leads more effectively. Let’s dive into Go HighLevel and see how we can set it up.

Creating Smart Lists in Go HighLevel

1. Navigate to the Contacts Tab:
   • Go to the Contacts tab in your Go HighLevel dashboard. Here, you’ll see a list of all the contacts in your sub-account.
2. Apply Filters:
   • Click on “More Filters” to start filtering your contacts based on specific criteria.
3. Setting Up Initial Filters:
   • Let’s create a smart list of people who have recently engaged with you or are interested in your services.
   • First, apply a filter to find contacts created in the last 7 days:
     • Select “Created” and set it to “Less than 7 days ago”.
     • Click “Apply”.
4. Adding Additional Conditions:
   • To refine this list further, click on “And” to add more conditions.
   • Filter by a specific tag, such as “Hot Lead”:
     • Select “Tag” and choose “Hot Lead”.
     • Click “Apply”.
5. Using OR Conditions:
   • If you want to include contacts who have either been created recently or have interacted with your messages, you can use OR conditions.
   • Click “Or” and add another condition for contacts created less than 7 days ago:
     • Select “Created” again and set it to “Less than 7 days ago”.
   • Add an AND condition within this OR group to include recent activity:
     • Select “Last Activity” and set it to “Less than 24 hours ago”.
     • Click “Apply”.
6. Saving the Smart List:
   • Once you’ve set all your conditions, click “Save as Smart List”.
   • Name your smart list, e.g., “Leads Interested”.
   • Click “Save”.

Benefits of Smart Lists

• Dynamic Updates: Smart lists automatically update as new contacts meet the specified conditions. This ensures your lists are always current without needing manual updates.
• Efficient Lead Management: Segmenting your contacts into smart lists allows you to tailor your interactions based on specific criteria, making your follow-ups more effective.
• Time-Saving: Once set up, smart lists save you time by dynamically organizing your contacts, allowing you to focus on engaging with your leads rather than manually sorting them.

Example Scenario

Let’s walk through an example:

1. Scenario Setup:
   • You are a roofing company generating leads via a short survey on your website.
   • You want to create a smart list of leads who either filled out the survey within the last week and have shown interest (tagged as “Hot Lead”) or those who have interacted with your automated messages in the last 24 hours.
2. Filter Application:
   • Apply the “Created less than 7 days ago” filter.
   • Add a tag filter for “Hot Lead”.
   • Use an OR condition to include contacts with recent activity (last 24 hours).
3. Smart List Creation:
   • Save this filtered view as a smart list named “Leads Interested”.

Conclusion

Creating smart lists with filters in Go HighLevel is a powerful way to manage and segment your contacts efficiently. By setting up dynamic criteria, you can ensure your sales team is always focusing on the most relevant leads.