How To Create and Edit Smart Lists

Smart Lists are a great way to organize contacts, by customizing filters to create 'lists' or categories of contacts. 

Once you set up and create a "smart list," it will automatically update with any new contacts that match the smart list filter criteria. That's why it's called "smart" 😉

You may use as many filters as you like, completely customizing the experience, and how thoroughly filtered you want contacts to be. 

You can keep it simple with one filter, for example - any student leads with no activity in the last 60 days OR student leads with a particular tag like " Beginners Guide {interested in}"  

Or, you may also choose to add multiple filters, to further specify a particular group, such as studetns with a particular tag like "ccw class {purchase}", AND no activity in the last 60 days, AND with a particular area code in their phone number. The more filters you add, the more specific a list will be.

Follow these steps to learn how to create, edit, and use Smart Lists.

Part 1: Creating a Smart List

Step 1: Create a Smart List

Navigate to Contacts > Contacts/Smart Lists.

Click More Filters in the upper right-hand corner.

Choose one or more filters from the list that pops out from the right side of the screen.

You may search for a filter, or scroll through the list (which is categorized into different sections, beginning with “Most Used” at the top).

When you click into a filter, fill out the appropriate information as requested.

In this example, we’ve selected “Phone” and filtered by “is not empty” so the filter will find anyone with any Phone Number in that field. 

Click “Apply” to save your filter.

On the next screen, you may edit or delete the filter, using the icons.

You may also add one or more additional filters. Click “AND” to add another filter.

As you add filters, you can see them ‘building’ as a list on the right side of the screen in the filter window. This gives you a preview of how the filters are set up. 

At the bottom of the window, click “Save as smart list” to save the filter(s) as a permanent list in your system. (You can always edit or delete this list later.)