Streamline Your Contact Management with AGM's Smart Lists

AGM’s Smart Lists feature changes the way artificial grass installers handle their contacts. It’s more than a contact list – it’s a dynamic database that intelligently organizes your contacts based on criteria you choose. 

What is a Smart List? 

A Smart List is a dynamic, automated list of contacts within AGM. Each list is built around specific criteria or triggers that you define. For instance, you can create a Smart List of all contacts who have:

• Requested an artificial grass quote in the past month

• Had an appointment scheduled but not yet completed

• Been tagged as high-priority leads

• Received a specific email campaign 

• Submitted a particular form from your website

Unlike static lists, Smart Lists update automatically whenever a contact meets the criteria you set, saving you time and effort.

How Can Artificial Grass Installers Use Smart Lists? 

Here are some ways you can make the most out of AGM's Smart Lists:

1. Segmenting Your Contacts

Smart Lists allow you to segment your contacts into specific groups based on their interaction with your business. 

For example, you could create separate lists for residential and commercial clients since they have different needs and concerns when it comes to artificial grass installation.

Other segmentation ideas include:

• Contacts who have requested quotes but haven't been contacted.

• Contacts who have scheduled an initial consultation.

• Contacts who have received an estimate.

• Contacts who have booked an installation.

• Completed installations.
  

This segmentation can help your team focus on the right people at the right time, making your sales and customer service efforts more efficient.

2. Marketing Automation

Smart Lists can link to AGM’s email and SMS marketing tools. For instance, you can create a Smart List of contacts who have requested a quote but haven't booked a site visit yet. Then, you can set up a workflow to automatically send these contacts a follow-up email or text message.

3. Personalizing Communication

Smart Lists can help you tailor your communication to suit each contact's particular needs and preferences. 

This could be as simple as addressing contacts by their first name in your emails or text messages, or as complex as sending specific information or offers based on their past interactions with your business.

4. Tracking Performance

With Smart Lists, you have a detailed overview of your contact data at any given moment. You can use it to track crucial performance indicators like:

• The number of new leads generated in the past week or month.

• The number of quotes requested vs. the number of installations booked.

• The effectiveness of different marketing campaigns in attracting new contacts.

5. Keeping Your Contact List Clean

Avoid clutter and keep your contact list in top shape by using Smart Lists to identify and remove inactive or unresponsive contacts.

For instance, you could create a Smart List of contacts who haven't interacted with your business in the past six months, then decide whether to delete these contacts or move them to a re-engagement campaign.

Setting Up Your Smart Lists 

Creating a Smart List in AGM takes a few simple steps:

• Click on the "Contacts" tab within AGM.

• Select the "Smart Lists" option on the left side.

• Click on the “Create Smart List” button.

• Choose from the available triggers and conditions (e.g., contact tag, date added).

• Name your list, then click "Create."

That's all! AGM will automatically add (or remove) contacts to this list based on the criteria you set. You can view, edit, or delete your Smart Lists at any time from the same page. 

And don't worry about hitting a limit – you can create as many Smart Lists as you need to manage your artificial grass business effectively.

Learn More!

Discover how AGM software is designed for artificial grass installers, by artificial grass installers. Join our Free Community or Book a demo today.  Got a question shoot us a message, and one of our team members will get in touch ASAP! 

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