Creating an Active Member Smart List in Pipeline CRM

Navigate to Pipeline CRM

2. Click Advanced Filters

3. Scroll down and select Tag

4. Select active

5. Click Apply

6. Click Unsaved changes -> Save as new smart list

7. Edit the name of your new Smart List to Active Members and click Create

8. Your new Smart List is now available to use in SMS and email campaigns

Learn how to use this list in an email campaign