TRANSCRIPT: By default, there are certain columns that always show when you create a smart list in JourneyCARE, but these can be changed. Get started by clicking into the contacts area. Then click on the smart list you want to change. In this example, we're going to add the full address field to show on our members Smart list, so we will click on the list labeled members. Next, click columns. A panel will appear that shows every field in your database in alphabetical order. A blue check indicates that the field is showing as a column. Simply uncheck any boxes that you don't need as columns and check the ones that you do want to show. The change is made right away and you should see the columns you've selected. If you just needed to see this information temporarily, there's nothing else you need to do. The columns will go back to the original settings when you leave this page. However, if you want to save these columns so that the smart list always shows the information you've selected, click on more filters at the top right to pop out the panel that shows the smart list details. There is a save button at the bottom of the panel. Click that and your new column selections will be permanent.  If you run into any trouble with your column selections, don't hesitate to drop us a line at the help desk. We're here to help.

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.

TRANSCRIPT: 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.