Contacts and Smart Lists Overview in GLM

When you select Contacts from the left-hand menu in your Gym Lead Machine (GLM) account, you’ll enter the section where you can manage all of your contacts and Smart Lists.

Make sure to check out this video for an introduction to the Contacts feature in Gym Lead Machine.

Understanding and Using Smart Lists in GLM

The "All" contacts list can be filtered and saved into customized Smart Lists. For example, you could save all contacts tagged as ‘client’ into a Client Smart List.

Smart Lists help you organize contacts and easily communicate with specific groups of people. You can send mass emails to Smart Lists quickly through the Email Builder or directly using the "Send Email" option in Contacts.

Review this video to learn how Smart Lists can help you stay organized in Gym Lead Machine.

Standard Smart Lists in Gym Lead Machine

Your GLM account comes pre-built with several Smart Lists, including:

• New Client List: All contacts tagged with 'fitness/nutrition new client.'
• Long Term Client List: Contacts tagged with 'fitness/nutrition long term client.'
• Cancellation Requested: Contacts tagged with 'fitness/nutrition cancellation requested' after completing a cancellation form.
• Cancelled Client: Contacts tagged with 'fitness/nutrition cancelled client' to indicate they are no longer clients.

Adding New Smart Lists

You can create your own Smart Lists at any time in GLM! Here’s how:

• Go to Contacts in your Gym Lead Machine account.
• Use the More Filters option to narrow down your contact list to the group you want.

• GLM offers many filter options, such as Tag, Assigned, and Birth Date.
• You can also apply multiple filters to create a highly specific contact list.
• Once you’ve narrowed down your contacts, click Save as Smart List at the bottom of the Filter sidebar.

• Name your Smart List in the pop-up, then click Save.

Note: When you first create a Smart List, it will only be visible to you. To share the Smart List with team members or make it visible to everyone, go to Manage Smart Lists and click the share icon. You can choose to share with specific team members or make the list Global.