📋 Smart Lists

Index

• What is this?

• Why we made this?

• How to use this?

  • Accessing Smart Lists

  • Understanding the Lists

• When to use this?

• Who's this for?

• Bonus Tip: Bulk Actions

• Power Move: Use Lists Together

1. What is this?

Smart Lists help you quickly segment your customers based on their behavior or satisfaction level — so you can act fast, without digging through data.

Instead of manually filtering, we’ve grouped users into meaningful categories for you.

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2. Why we made this?

Sometimes, knowing who to focus on is half the battle.

Smart Lists make it easy to:

• Spot opportunities (who's happy and active?)

• Catch problems early (who's silent or upset?)

• Take bulk action (send emails, book calls, tag users — right from the list)

This keeps customer management organized, focused, and proactive.

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3. How to use this?

✅ Accessing Smart Lists:

• Head to Contacts in your GoCSM sidebar.

• You’ll see a section called Smart Lists — these are updated in real-time.

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🧠 Understanding the Lists:

Smart List	What it shows
Premium Users	Customers you’ve starred for priority
Very Happy Users	Top-tier satisfaction (from NPS feedback)
Happy Users	Users who like you but may not rave (yet)
Neutral Users	Users on the fence — not unhappy, not thrilled
Unhappy Users	At-risk users who left negative feedback
Logged In This Month	Anyone who logged in in the past 30 days
Inactive Users	Users who haven’t logged in for a while

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4. When to use this?

These lists aren’t just for observation — they’re for taking action.

Here are some ways to use them:

List	Action Ideas
Very Happy Users	Ask for reviews, referrals, or invite to beta features
Happy Users	Nurture with tips, upsell new tools, or reward loyalty
Neutral Users	Check in personally, offer walkthroughs or targeted training
Unhappy Users	Open a support convo, offer a Success Call, resolve their pain points fast
Logged In This Month	Introduce underused features or invite to product webinars
Inactive Users	Launch re-engagement campaigns, ask why they’ve been quiet

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5. Who’s this for?

Anyone managing:

• A customer success team

• A large user base

• SaaS subscriptions

• Agencies using HighLevel with multiple accounts

This feature is especially useful when you need to act fast without filtering data every time.

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⚡ Bonus Tip: Bulk Actions

You can select one or multiple users from any Smart List and take actions like:

• Sending an email

• Scheduling a call or task

• Assigning to a team member

• Tagging or scoring

• Inviting to an onboarding call or webinar

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🔍 Power Move: Use Lists Together

Combine lists to find high-value customer segments.

Example:

• Pull up Very Happy Users who are also in Logged In This Month → These are your most engaged customers — the ones who can promote you, upsell, or beta test.

Or

• Look at Inactive Users who are also Unhappy → These need urgent help before they churn.