Smart Lists - auto segment contacts

Infusionsoft uses Machine Learning to automatically group your contacts into actionable up-to-date lists, saving you time and offering you insights.  With a simple search, you get list of contacts that may have email address typos, contacts that are likely to open your email, or contacts that have never engaged (and you may want to clean from your list).  More lists will be coming.

Table of Contents:

Smart List Types

  1. Email Typos - Flags contacts with bad email addresses, example: “”. This makes them available for editing.

  2. Clean List - Shows contacts with low engagement (e.g. no opens or high bounce rates).  You may want to try a different communication approach with these contacts, or remove them from your list.

How it works

Once per day, Infusionsoft queries your contacts, and automatically applies tags to contacts which meet the criteria of each list.  

For the Email Typos list, if the primary email address of a contact has an invalid email domain (like for example), then the Email Typos tag is applied to that contact.  If you correct the typo, then the Smart List tag will be automatically removed the next time the query runs.

For the Clean List list, if the contact has never opened or clicked an email, or if the contact has bounced more often than they’ve opened or clicked, then the Clean List tag is applied to that contact.

You can remove these Smart List tags from your contacts if you like.  When the query runs again the next day, the contact will be re-tagged if it still meets the criteria.  

Steps to locate your Smart Lists

  1. Navigate To CRM > Contacts in the main nav

  2. Select New Search

  3. Enter Smart Lists in the tag field

  4. Choose one of the Smart List tags to view the list of Contacts in that list
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