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What Are Smart Lists in Contacts

Smart Lists are saved searches built from conditions - for example, contacts who've purchased a specific item - rather than a manually picked set of contacts…

Steps

  1. Go to Contacts and click the "Smart Lists" tab.
  2. Choose a match type (e.g. "All") for how conditions combine.
  3. Add one or more conditions, such as "Has purchased" a specific product or service, or "Ever."
  4. Click "+ Add another condition" to combine multiple criteria.
  5. Click "Run Search" to preview matching contacts, or "Create Smart List" to save it.

Good to Know

Because a Smart List is a saved search rather than a fixed list, it automatically includes any new contact that matches its conditions in the future - a Group does not update itself this way.

Related Articles

  • What Are Groups in the Contacts Module?
  • What Is the Difference Between Groups and Smart Lists?
  • How Do I Create a Contact Group?

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