GoHighLevel Smart Lists: Segment Your Contacts Like a Pro
TL;DR
- Dynamically segment contacts using filters and custom fields
- Automate list updates as contact data changes
- Trigger workflows or campaigns based on list membership
- Ideal for agencies, SaaS mode, and local businesses
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What Are Smart Lists in GoHighLevel?
Smart Lists are live, auto-updating contact lists based on filters you choose. Unlike static lists, Smart Lists change as contact properties update.
You can segment by:
- Tags
- Custom fields
- Appointment status
- Pipeline stage
- Survey answers
- Last activity or email status
Smart Lists make your CRM data actionable.
Why Smart Lists Beat Static Tags
Tags are great for quick labeling, but they don’t auto-update.
Smart Lists:
- React to data changes in real time
- Feed into automations without manual effort
- Allow granular targeting without bloating tag libraries
Use Case: SaaS Onboarding Automation
Problem: New SaaS users were falling through the cracks after signup.
Solution:
- Created Smart List of users with no activity after 3 days
- Triggered an onboarding sequence with personalized tips
- If no action by Day 7, escalated to sales rep task
Result: 2x increase in user activation within the first week.
How to Create a Smart List
- Go to "Contacts" > "Smart Lists"
- Click "+ New Smart List"
- Choose your filters (e.g. tag = "lead", pipeline stage = "proposal sent")
- Save and name the list
- Use it in campaigns, workflows, or manual follow-up
Advanced Tips
- Combine multiple filters for ultra-specific targeting
- Use Smart Lists to power AI agents or email drips
- Filter by date fields for re-engagement or winback campaigns
- Export Smart Lists to CSV for external reporting
🔗 Try Smart Lists in GoHighLevel
🎓 Master Contact Segmentation in Bootcamp
FAQs
Do Smart Lists update in real time? Yes, they refresh dynamically based on contact activity and properties.
Can I use Smart Lists in automations? Absolutely. They're ideal for triggering workflows, emails, or even assigning tasks.
What’s the difference between Tags and Smart Lists? Tags are manual. Smart Lists update automatically based on data.
Do Smart Lists work in SaaS Mode? Yes. Each subaccount can manage its own Smart Lists and automations.
Can I use multiple filters? Yes. You can combine filters for hyper-specific targeting.