How to Build a Smart List

The Key Steps

1. Click the Contacts dropdown on your left-hand navigation menu on your backend dashboard. 
2. Click Smart Lists in the Contacts sub-menu. 
3. Click the green New Smart List button in the top-right. 
4. You'll be directed to your Contacts > Overview section, where you'll be asked to start choosing the information about the contacts to filter through: Type, Status, Source, Tags, Rosters, and Current Ranks. *To choose multiple variables of your filter, click the + AND button 
5. Once you've chosen your smart list variables, click Save New in the top-right of the smart list editor. 
6. Give the Smart List a Title, then click the green Save button. This Smart list should now be included in your filters under your contacts and as a list of recipients while building a Bulk Message. 

Here is a video walking through these steps: