How to Use Smart Lists for Customer Audiences in Your CRM

Managing your customer contacts effectively can make a big difference in how you communicate and market to your audience. One helpful way to do this is by creating custom customer audiences from your existing Smart Lists. This feature allows you to choose whether your audience stays fixed or updates automatically as your contact list changes.

📌 Why This Matters

Creating customer audiences that reflect your current contacts helps you tailor your marketing campaigns exactly to the people you want to reach. Static audiences freeze your list at a point in time, which is perfect when running specific tests or maintaining compliance. Dynamic audiences update automatically, making sure you never miss including new contacts or excluding ones who are no longer a good fit. This flexibility means your marketing stays relevant and focused without extra effort.

✨ What’s New

• Static Audience Option: Creates a fixed customer list from your Smart List at the moment you make it, keeping it unchanged over time.
• Dynamic Audience Option: Automatically updates the audience as contacts are added or removed from your Smart List, keeping your campaigns always current.

🛠️ How to Use It

1. Step 1: Go to your audience or ad manager settings and choose to create a new customer list audience using your Smart Lists.
2. Step 2: Select one or more Smart Lists from your contacts.
3. Step 3: In the advanced options, decide if you want the list to be static (fixed) or dynamic (auto-updating).
4. Step 4: Name your audience and optionally add a description to help you remember its purpose.
5. Step 5: Save the audience. You can later check your audiences to see if they are static or dynamic.

💡 Pro Tip

Use dynamic audiences to keep your marketing in sync with your current customers effortlessly, which helps you focus on growing your revenue by targeting the right people at the right time.