Smart Lists

19 guides covering smart lists on the Sparkforge platform.

AND/OR Filters Sparkforge Smart Lists support AND, OR, and combined AND/OR filter groups. Use AND when every condition must be true, OR when any one is enough, and group AND b
Add Contact Modal Upgrade & Customized contact form Sparkforge’s upgraded Add Contact slide-out lets admins choose which fields appear, mark fields required, and reorder layout. Users get faster contact entry wit
Adding Files To Contacts using a Custom Field To attach files to contacts in Sparkforge, create a custom field with type File Upload (Settings > Custom Fields), then upload files directly from the contac
Adding Multiple Phone Numbers for a Contact Sparkforge contacts can hold up to 11 phone numbers. Label each one (Mobile, Work, Home, Landline), mark one as Primary, and workflows will use the Primary numb
Advanced Filters in Smart Lists Advanced Filters in Smart Lists let you segment contacts using field, operator, and value rules. Combine filters with AND/OR logic to build precise lists for ou
Contact Activity Tab on Mobile in Sparkforge The Activity tab inside a contact profile in the Sparkforge mobile app shows a chronological feed of forms, calls, appointments, page visits, trigger link click
Contact Date Of Birth Field (Birthday) The Birthday field is a standard contact field in Sparkforge. Populate it from forms, imports, or the API, then build a workflow with the Birthday trigger to se
Contacts – Revamped List View & SmartLists Sparkforge’s revamped Contacts module pairs a modern list view with SmartLists 2.0 — AND/OR filters, drag-and-drop columns, integrated sorting, and granular sha
Getting Started With Smart Lists Smart Lists in Sparkforge are dynamic contact segments that update automatically as contacts meet or stop meeting your filter conditions. Create them under Cont
How To Manage and Merge Duplicate Contacts in Sparkforge The Duplicate Management & Merge Tool finds duplicate contacts by email, phone, or name and merges up to 10 records at a time into one master, preserving notes,
How to Delete Contacts and Data in Sparkforge Only Admins can delete contacts. Deleted contacts can be restored within 60 days, but their conversations, notes, and tasks are not recovered. Use workflows to
How to Format CSV Files for Contact and Opportunity Imports in Sparkforge Format CSV files for Sparkforge with a single sheet, a header row that matches your fields, and at least one of First Name, Email, or Phone per row. Use E.164 p
How to Merge Duplicate Contacts in Sparkforge Select up to ten duplicates in Contacts, click Merge Contacts, choose the master record, and confirm. Use Contact Deduplication settings to prevent duplicates o
How to Setup and Use Do Not Disturb (DND) in Sparkforge DND in Sparkforge controls communication on a per-contact, per-channel basis. Set it manually on a contact record or automate it with workflows tied to opt-out
How to get customer consent or track legal basis to process your lead's or customer's personal data Display your privacy policy at the point of collection and capture consent on forms, surveys, web chat, calendars, and order forms. When consent isn't explicit,
How to input multiple Email Addresses for a Contact? Sparkforge stores up to 11 email addresses on a single contact — one primary plus 10 secondary. The primary is used for outbound campaigns and automation; secon
How to use the Company Object to group contacts within an organization The Company Object groups multiple contacts under one company record so you can see organization-level activity in one place. Create a company, link contacts ma
Troubleshooting Bulk Imports Via CSV Sparkforge CSV imports fail when files have multiple sheets, duplicate IDs, bad email or phone formats, or missing required values. Fix the row, save as a singl
Upload a Contact's Profile Picture in Sparkforge Profile pictures are uploaded only when a contact is created (max 2.5MB, 512x512px). They appear in Smart Lists and the Conversations inbox. To change one later