Create and Use Smart Lists

Create and Use Smart Lists

A smart list represents rules, not a frozen spreadsheet. Contacts enter or leave the list when their data matches or stops matching.

Where to find it: Admin → Pipeline → Contacts or CRM Lists

What to do

1. Choose the filters that describe the group.
2. Review the resulting contacts and count.
3. Save the filters as a named list with a clear purpose.
4. Recheck the list before using it as a campaign audience or workflow input.

Good to know

• A smart list can change between the time you create a campaign and the time you send it.
• Access to team-wide lists may be limited to managers.