In Spotler CRM, you add contacts to a static list or remove them with criteria. You set criteria for a group of contacts and then click Add Contacts to add the contacts that match, or Remove Contacts to take the matching contacts out of the list. You can repeat this as often as you like to build up the list step by step. You do this on the edit page of a static list, under Marketing > Lists.
To change the contacts in a static list, open the list, click Edit, set the criteria for the contacts you want to add or remove, and click Add Contacts or Remove Contacts. The criteria only decide which contacts are added or removed at that moment. The list does not update itself afterwards.
How do Add Contacts and Remove Contacts work?
A static list works differently from a dynamic list. In a dynamic list, the criteria decide who is in the list. In a static list, the criteria only select a group of contacts, and you decide what happens with that group:
- Add Contacts adds every contact that matches the criteria and is not in the list yet. Contacts that are already in the list stay in it once.
- Remove Contacts removes every contact that matches the criteria from the list. Contacts that do not match stay in the list.
Two numbers help you check the result before you click: Current Items shows how many contacts are in the list, and Matching your criteria shows how many contacts match the criteria you set.
Before you start
- You need a static list. How to create one is explained in Lists.
- Know which contacts you want to add or remove, and which criteria describe them. How to build criteria is explained in How do I build criteria with groups, rules and exclusions?
Add or remove contacts
- Go to Marketing > Lists and open the static list.
- Click Edit.
- Under Criteria, set the rules for the contacts you want to add or remove. Only the contacts that match the criteria at the moment you click are added or removed.
- Check the number under Matching your criteria, and the contacts in the Preview. Click Reload Preview after a change.
- Click Add Contacts to add the matching contacts, or Remove Contacts to remove them.
What is the result?
After you click Add Contacts or Remove Contacts, Current Items shows the new number of contacts in the list. The contacts stay in the list until you remove them, also when their data changes later. If you want a list that updates itself when data changes, use a dynamic list instead.
Example: all customers, except the ones who visited your website last month
You want a static list of all contacts at your customers, but without the contacts who visited your website in the last month.
- Set the rule that the account type is one of Customer. Matching your criteria shows 100 contacts. Click Add Contacts. The list now has 100 contacts.
- Replace the rule with a rule for website visits in the last month, and click Remove Contacts. Of the 100 contacts in the list, 15 visited your website last month, so these 15 are removed.
The list now has 85 contacts: all contacts at your customers, minus the 15 who visited your website last month. To add another group later, for example the contacts at your partners, set new criteria and click Add Contacts again.
Static tags work the same way
You add and remove records in a static tag with criteria in the same way as in a static list. The difference is that a tag can contain any type of record, such as accounts or opportunities, while a list always contains contacts.