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How to make a contact list with filters
How to make a contact list with filters
Updated over a week ago

To start creating a contact list or segment, navigate to ‘Contacts’ and select ‘Lists’.

You can create a static list or a dynamic list. Static lists remain the same once created, while dynamic lists update over time as contact attributes change.

Once you have selected static or dynamic, you can configure the name for your list.

Click on ‘Create’ and you’ll be sent to the overview page for the list. On the right hand side, you can see the ‘Active filters’.

To start creating your list based on filters, click ‘+ Filter group’. First select ‘Contact’ as the type and then ‘Attributes’ to filter by attribute or ‘Select one or multiple contacts’ to manually select contacts to add.

If you choose ‘Select one or multiple contacts’ then you can choose the contacts manually in the next step.

If you choose ‘Attributes’ then the next step is to select the attributes on which you’d like to filter your list.

Next, choose your ‘Operator’ which measures the attribute, such as ‘is after’ for a date-based attribute.

Click on exit button in the top right hand corner and then ‘Activate’ to apply the selected filters and create the list.

You can now select the list to see the overview or make any edits in future.

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