Smart Lists Just Got Smarter

Powering your communications

Have you ever wanted to identify customers to send them targeted messages? To drill into your data and get clarity on the situation?

Our popular Smart Lists feature just got a lot, well, smarter.

We’ve gone back to basics and created a completely new query builder that gives users the power to create their own lists and data sets. Driven by a simple wizard, all users can quickly add criteria blocks to answer complex questions.

Smart for customer service

How great would your customer service be if any of your team were able to send updates, alerts and advice to groups of contacts. If they didn’t need special training or access to mail merge lists?

Imagine if you could:

  • Send a text storm warning to all boats in the marina
  • Give a voucher for your on-site bar to owners of boats over 30’
  • Email everyone on dock B that electricity will be off on Thursday
  • Get all Bayliner owners together for a fun rally

Smart for marketing

How great would your marketing be if you could segment your customers quickly and accurately? If it was easy to send targeted messages knowing that you’re reaching exactly the right people every time?

Imagine if you could:

  • Sell more resident licenses by targeting last year’s transients
  • Fill your engine tech’s schedule with a special offer
  • Offer blue paint to owners of blue hulled yachts
  • Send newsletters with different content to visitors and residents

Smart for management

How great would your admin be if you could drill into your data quickly? If it was simple to filter by date, value, team member or almost anything else?

Imagine if you could:

  • Remind customers a month before their insurance lapses
  • Identify all the orders raised by a particular team member
  • Request settlement from customers with over $100 due after 30 days
  • Report on last month’s boat yard tasks

Smart actions

Every Smart List related to a customer can be used for communications. So you can run a query then email, SMS or create a letter to all the contacts simultaneously.

Just like every communication in Marinalife Manager, the system will check the customer’s marketing consents so you can be confident in sending messages that are privacy policy compliant. You’ll be able to track email opens (no more ‘I didn’t get that email’) and every item is stored and accessible on the customer record.

You can save queries and return to run them again and again. You can lock lists so other users can’t change the criteria, and you can keep your personal lists separate from the wider team’s. And all Smart Lists can be exported to Excel as standard.

Smart Lists vs mailing lists

If you care about your customers and your bottom line, you’re probably doing most of this already. You’ve probably got several mailing lists in Outlook, Excel or MailChimp. The problem is that all these lists need updating.

Unlike a mailing list, when you save a Smart List, the search criteria are fixed, not the data. Every time you run a Smart List, you’re checking the database and contacts are automatically added or excluded depending upon the criteria. So, if you need to email all boat owners on pier B you know it’ll return just the boats on B. The customer who swapped to C is automatically excluded.

Smart Lists does it all for you.

Interested? Call us on (410) 752-0505 or email [email protected] and let’s talk about how we can help your marina team to work smarter and connect with customers.