Live lists in ARTERNAL are a powerful tool that allows you to save Contact searches for easy access to filtered contacts. Unlike static lists, live lists are dynamically populated and automatically update themselves as you add more contacts. This feature saves you time and ensures that your lists are always up to date.
You can create live lists by following these steps:
Go to the Contacts tab.
Select the "Filter" dropdown, then select your preferred criteria for filtration. In this example, we will filter by Tags.
3. From the list of tags, select the desired tag. In this example, we choose an artist interest tag Ben Baum.
4. The contacts will then be filtered to those with the Tags set as Ben Baum. Then, select Save as Live List.
When saving your live list in ARTERNAL, you can name it as you wish. You can also choose whether to keep the list Public or Private. Public live lists can be viewed by anyone in your organization, while Private live lists can only be viewed by you. Once you've made your choices, simply select Save.
6. To access your live list, select Live in the left-hand banner. Select the intended live list to display the filtered contacts.
7. Click the "Edit Live List" button at the top to edit a live list. Then, add or delete filters as desired.
