Add a Contact to an Existing Smart List

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Smart lists can be used in so many ways in your journey Care account. If you have an existing list, you may be wondering, how do I get someone else onto this list? This is actually quite easy to do because a smart list is always picking up the current people in the database who meet the specified criteria.

So to put someone new on the list, you simply have to make sure that they meet the criteria. For example, if you have a smart list of board members that is created by having the tag board, all you would have to do to add someone new to the list is to add the board tag to their contact record. If you want to remove someone from the list, simply remove the board tag.

Here is another example. In this case, there are three filters that must be met. For someone to appear on the list, their address cannot be empty. They must be tagged either active 2024 or active 2025, and they cannot be tagged deceased. If any of those criteria are not true, the person won't appear on the smart list.

If someone is not included on a smart list and you think they should be, then you need to look at the specific criteria that your list is filtering for and check the contact to make sure that they have what is required. Sometimes it can just a small thing that is off, but if the person doesn't meet the filtered criteria, they won't be on the list.

I hope that quick explanation is helpful. If you need more help creating a smart list or troubleshooting why someone doesn't appear, just reach out. Our help team is happy to assist.