ASK:

Add Static Lists as an option.

WHAT ARE THEY:

Static lists include records that meet a set of criteria when the list is saved. Static lists do not update automatically, so new records that meet the criteria will not be added to the list. Records can be manually added and removed from static lists.

CURRENT STATUS:

The only way to group contacts into a "list" is dynamically with a tag or field.

THE ISSUE:

If you want to keep that contact in that "list," you have to ensure that you persist that tag or field, which causes CRM clutter.

ENHANCEMENT:

Having the ability to set up Static (non-dynamic) lists that we can simply place our customers in enables us to maintain a cleaner CRM and provides clarity. To go along with this, we can have a workflow that adds a contact to a static list and removes them from a static list based on behavior. This person can be a part of multiple static lists.

USE CASE:

Examples of when static segments should be used include...

👉 Setting up a list of people from a networking event you attended.

👉 Setting up a list of people who filled out a specific form

👉 Quickly create a list of contacts you want your outbound team to reach out to

👉 Flexible list management without tag clutter

👉 Create a group of contacts or companies that you do not want to change

👉 Manually adding records to a workflow.

👉 Sending one-time email blasts, email campaigns that you don't run often, and for a group of contacts that doesn't change (e.g., event attendees, staff segments for an internal newsletter, or segments from a trade show).

👉 Manually grouping records that may not have shared attributes or behavior.

👉 Segmenting to bulk-delete records from your account.

plus many more..

SUMMARY:

Having the ability to choose to create a Static AND Dynamic Smart list would improve data control and user experience by create easy segmentation options.