Smart Lists
Adding Files To Contacts using a Custom Field
This article explains how to add and manage files for contacts in Adaptive AI using a File Upload custom field.
Read guideAdaptive AI · By Adaptation Living LLC
Smart Lists
Build automatically updating contact segments with filters.
14 guides in this area
Step-by-step library
Guides for Smart Lists
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Smart Lists
Advanced Filters in Smart Lists
Use Advanced Filters in Smart Lists to segment contacts with more precision in Adaptive AI.
Read guideSmart Lists
Company Object Feature: A Manual Way to Organize Contacts
The Company Object feature in Adaptive AI helps users group related contacts under a shared company profile.
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Contact Activity Tab on Mobile
The Activity tab in the Adaptive AI mobile app gives users a quick way to review a contact’s history while working from their phone.
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Contact Profile Picture
This article will show you how the profile picture feature works in Adaptive AI, including how to upload images for contacts and where these images appear…
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Contacts - Date Of Birth (Birthday)
The Birthday field in contacts allows you to personalize communications, build automation campaigns based on contact birthdays, and filter contacts by age…
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Contacts – Revamped List View & SmartLists
Discover Adaptive AI’s revamped Contacts module featuring a modernized List View and SmartLists 2.0.
Read guideSmart Lists
CSV File Format for Importing Objects
This article will help you format your CSV file correctly before importing it into Adaptive AI.
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How to Create & Manage Smart Lists
This guide provides everything you need to know about Smart Lists in Adaptive AI.
Read guideSmart Lists
How To Delete Contacts and Their Data
This article provides a step-by-step guide to deleting contacts and their associated data in Adaptive AI.
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Troubleshooting Bulk Imports Via CSV
This article will help you resolve errors you may encounter when importing contacts through a CSV file in Adaptive AI.
Read guideAnalytics (Funnels, Websites, & QR Codes)
Advanced Filters in Site Analytics
Advanced Filters in Site Analytics helps you narrow analytics data so you can focus on the traffic segments that matter most.
Read guideManaging Opportunities
Smart Lists in Opportunities
Opportunity Smart Lists help teams save and reuse customized views in the Opportunities area of Adaptive AI.
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How to Manage Multiple Email Addresses for a Contact
This article will show you how to manage and add multiple email addresses for a single contact in Adaptive AI!
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