Smartlists

Smart Lists 

In this article, we’ll walk through the Smart List section located under the Contacts tab and explain how to view, manage, and create Smart Lists.

The Key Steps

1. Navigate to Smart Lists

Click the Contacts tab in the left-hand navigation menu.
Click Smart Lists.

This section houses all Smart Lists you have created.

2. View Existing Smart Lists

Inside the Smart Lists section, you will see:

• A list of all previously created Smart Lists
• The ability to select and apply any list

When you click on a Smart List:

• The filtered results will open
• You will see the contacts that match the saved filter criteria

3. Edit a Smart List

You can modify an existing Smart List by:

• Clicking into the list
• Adjusting the filter criteria
• Saving the updates

This allows you to refine your targeting over time.

4. Create a New Smart List

To create a new Smart List:

Click Create New Smart List.

Then:

• Enter a Name for the list
• Apply the desired Filters
  • Filter by membership
  • Status
  • Attendance
  • Tags
  • Or any other available criteria

Once your filters are set, click Create to save the Smart List.

The list will now appear in your Smart Lists section for future use.

5. How Smart Lists Connect to Filters

Smart Lists are created using the same filtering system available in the Overview section.

The difference is:

• Filters in Overview are temporary
• Smart Lists are saved and stored in the Smart Lists section for ongoing use

Smart Lists make it easy to segment your contacts, automate messaging, and quickly access specific groups of people in your system.

If you have any questions about Smart Lists, please reach out to the Market Muscles Support Team.