Smart list Trigger | Voters

Smart list Trigger

Jared Gobler

I could really use a contact added to smart list trigger.

I can make way better filter in the contact section and have it where people are dynamically added to smart list based on those. It would be awesome to have the trigger contact added to smartlist for automations!

June 3, 2023

Divyam Bhadoria

Merged in a post:

Contact Added to / Removed from Smartlist Workflow Trigger

Jared Gobler

This is wayyyy overdo and has so many advantages to it that we cant do with the current workflow triggers.
Best example are using date fields so that when a date hits a certain range mixed with all the other tag and parameters it adds it to s Smartlist which then triggers the automation.
Smartlist are dynamic which make them as powerful as they are, and would allow for less contacts to be stuck in a workflow for long periods of waiting times and can be added when they hit the criteria f the smartlist to be added and then put into the work flow
The list goes on and on with what this could do for automation purposes and workflows etc.

3 days ago

Rebekha Riggs

This would be very helpful in organizing my contacts. I hope they add this Trigger soon.

Renz Bernardo

I hope this will be implemented. I can't think of a way without doing it manually to trigger an automation if contacts are on a smart list.

Adam Campbell

This would be so helpful, I can think of dozens of use cases.

Keith Besherse

Hey Jared Gobler, how would this work? The Smart List isn't a thing. It is only a certain filter set. How someone gets added to a Smart List is by applying that set of criteria to their record. Those criteria (usually a tag) is what you would use to initiate the workflow.

Eli Allen

Still so needed!

Arne Hartmann

Agreed. Smart lists feel useless if they cannot be used as trigger

Keith Besherse

Jared Gobler, I think you haven't thought through how this would work. 
There are date related filters that can be used to define a SmartList. But, if the workflow trigger were (for example) February birthdays, how would the SmartList know that it is supposed to act on the February birthday SmartList. All of the Contacts are data-at-rest in the SmartList waiting to be acted on. The CRM isn't actively crawling the Contact database looking for data points. The way this operating system is structured is exactly the opposite. The Workflow automations define what action is to be done. The Contacts (and increasingly Opportunities and Objects) are what is acted upon. The SmartList doesn't initiate action (verb), it is the noun that has action done to it.
Unless I TOTALLY misunderstand what you are trying to describe...

Keith Besherse

The triggering action is whatever caused the Contact to be qualified for that SmartList (not the fact that it is now part of the filter set which defines that particular SmartList). So, when the date in question is changed to meet the SmartList criteria, that data change could be used as a Workflow Trigger event. But the Trigger is initiated by data change, not data-at-rest.

Steve Day

I'm confused - if I can't use a smart list as a trigger - what are they used for? I've come from Activecampaign the the main trigger we use for starting automations is lists. IF we want to add someone to the automation, we simply add them to the list. 
Smart lists are great because they are dynamic based on contact values - but apart from manually sending comms, what else are they useful for if they can't trigger automations.
Am I missing something?

Keith Besherse

Steve Day, a smart list is a particular filter set. To put someone in that list you apply to them the relevant criteria (typically add a particular tag, but maybe it is a custom Contact Type).

Dani Repasky

YES this is a must. I have a dynamic list. Once the install date is more than 10 years ago, it adds them to my "warranty expired" list. Which I would like if that as soon as their warranty expires, they get communication. Currently no way to do this with triggers or actions, very frustrating.

Ronald Nadelberg

Dani Repasky couldnt you do this using task due automation?

Keith Besherse

Dani Repasky, how are they added to Warranty Expired?

My guess is Add Tag. That tag is what you use to trigger the workflow.

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