How to Create & Manage Lists

BIGContacts CRM helps you optimize your email marketing campaigns by allowing you to create contact lists based on contact properties such as name, email, phone number, etc. This enables you to segment and retarget customers to increase sales efficiently.

Some other filter types you can use are Product Name, Assigned To, Marketing Contact, Lead Type, Tags, Last touch, Lead Source, Email Opt-out, and more.

You can use lists for the following purposes:

Run email marketing campaigns with promotional offers, special discounts, and other benefits for both existing and new customers.
Filter out bounced contacts without hassle to optimize retargeting based on their experiences.
Survey your customers to assess satisfaction and reward your loyal customers with special offers.

Creating a list in BigContacts is quick and simple. You can select between two list types: Static & Dynamic List.

Static List:

A static list does not add new members, even if they meet the criteria. It only contains those records that you added when creating the list. This list doesn't get automatically updated.

A static list is most effective when:

Surveying customers for feedback on a specific product or service.
Sending attractive deals or offers through a campaign to retain premium customers.
Communicating information to a fixed set of contacts, such as an organizational update.

Dynamic List:

A dynamic list automatically updates its members in the list if they meet the criteria. A record will appear on the list as long as it meets the criteria. Once it stops meeting the criteria, it will be removed from the list.

Note: When you are creating a dynamic list, use the "Is" constraint to filter contacts.

A dynamic list is especially useful in the following cases:

Sending regular newsletters to welcome new customers and update existing ones about upcoming offers.
Attracting similar prospects by targeting contacts with the same property value using a tailored offer.
Launching promotional campaigns to inform a broader audience.

Feature Alert:

BIGContacts CRM now provides you with a set of default lists to help you understand critical features easily.
These lists are pre-configured as either dynamic or static by default and cannot be deleted. You can only modify their names and list types if needed.
The five default lists are available to both existing and new BIGContacts CRM users.

You can create a copy of these default lists for quick setup by clicking the Copy icon.

In this article, you'll learn:

How to Create a List

Step 1: In your BIGContacts CRM account,

Navigate to Contacts -> Contact Lists.
Click 'Create List.' A new page opens.
Enter the List Name and select the List Type (Dynamic or Static).
Select a condition to filter contacts.

Here’s an example of creating a list that matches specific criteria.

You can add a condition and use the 'And/Or' option to make a list more specific. When you click 'Add Condition,' the 'Or' option will be selected by default.

Note: Use the constraint "Is" to filter contacts based on the following properties:

Based on City
Company Property -> Office name, office email, office phone, office country, office state, office city, division, website, title.
Contact Property -> Email, first name, last name, phone, contact type
Also, you can fetch data using over 13 new filters, including:
Product Name, Assigned To, Marketing contact, Lead Type, Tags, Last touch, Lead source, Email opt-out, Dropdowns/picklist, Sales stages, Last touch assignee, Timezone, Private Contact.

Step 2: Click "Get Contacts" to retrieve contacts that match the specified criteria.

After the list appears, you can view all details related to the relevant contacts.

Step 3: Click "Save List" to save contacts to the list that matches the specified criteria.

How to Export a List

You can save your filtered contacts as a .csv file by simply clicking on "Export."

How to Edit a List

Step 1: Click on the name of the list that you want to edit. You can edit the following elements:

List Name
List Type
List Criteria

Step 2: Make the desired changes and click "Update List".

Important Notes on Managing Lists:

Private Contacts & Annual Revenue:
- Private contacts and annual revenue values will not update dynamically.
- Private contacts are visible only to the assigned user.
Bulk Editing:
- You can select multiple lists for bulk actions, such as changing its status, exporting, or deleting it.
- Bulk operations cannot be performed on default lists.
Editing a List Name:
- Hover over the list name and click the pencil icon to edit the list name.
- Only the list name or status can be edited. The criteria cannot be changed.

That's all about creating and managing lists in your BIGContacts CRM account. Please contact our support team if you encounter any issues or questions.