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Creating a Smart List

Updated over 2 years ago

What is a Smart List?

Smart Lists are dynamic groups of Contacts That change when the Conditions for each Contact change.

They are incredibly powerful and can be used to select Contacts for a Campaign or to simply view a group of Contacts.

Each Smart List is made up of one or more conditions. The Contacts that match your conditions will display right here.

How to Create a Smart List

The process is simple, let’s get started.

Click the Add New Button

From the Contacts area of your account, click the “Add New” button and select “Smart List” from the dropdown menu.

Note: This option will only be available once you start filtering out your contacts by either list, interest, tags, or any other filter methods that you choose.

Choose a Name for Your Smart List

Give your new Smar list a name and click on Save.

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