How to Create and Save a Smart List

TRANSCRIPT:

Smart lists are a great way to save segments of your database for easy access. Each list is dynamic, so whenever you look at one, you'll see the people from the database who meet the specific filters used by that smart list. To get started with a smart list, be sure you are on the all tab so that you are filtering from the full range of all contacts.

Then click more filters in the right hand column. Filters are how you are going to narrow down who specifically you'd like to have on this list. Search for the first filter you'd like to use. Every field in your database is available to use as a filter. You'll also find lots of other criteria that can be helpful.

As you begin typing in the filter that you're looking for, you'll start seeing options appear. For this example, let's filter on state to try to find all contacts that are in the state of New York. Type in the criteria you want. In this case, we'll type NY for New York. Then click apply to apply the filter.

If you want to apply a second filter, you'll choose to connect them by and or by or if you choose. And keep in mind that both filters must be true in order for the contact to be selected. If you choose, or the contact will show if either of the filters are true. In this case, I use the two digit abbreviation for the state in my first filter, but I also wanna pick up people who have the state spelled out as New York.

So I'm going to choose dot Orient. I will simply repeat the process of adding the state filter. This time I'll input New York all spelled out, and then I will click apply to add this second filter when I'm satisfied that I've found everyone, I'll click Save as Smart List at the bottom of the panel. Give the Smart list a recognizable name and click save.

Once you've done this, your smart list will be available to use. Sometimes filters can be a little tricky to figure out at first. So if you're having any trouble, just reach out. Our help desk team will be happy to assist.