Who This Is For / When to Use
Use Smart Lists when you need automatically updating contact segments based on contact data, activity, offers, communities, pipelines, or Client Portal status.
What Is a Smart List
A Smart List is a saved set of filters applied to contacts. Any contact that matches the filters appears in the list automatically. When a contact no longer matches, it is removed automatically.
How to Create a Smart List
Step 1: Open Contacts
Go to Contacts from the main navigation.
Click + Add Smart List at the top of the Contacts page.
Step 2: Open Advanced Filters
Click Advanced Filters above the contacts table.
The Advanced Filters panel opens on the right.
Step 3: Choose a Filter Category
Browse or search for a filter category such as:
Opportunity Information
Client Portal
Offer
Product
Attribution
Click the category to expand available filters.
Step 4: Configure Your Filter
Select a field (example: Offer, Address, Pipeline Stage, etc).
Choose a condition (example: Is, Is Not, Empty, Not Empty).
Select or enter the value.
Step 5: Add More Filters (Optional)
Click + Add Filter to add another condition.
Use OR to create alternate logic.
Use + Add nested filter for grouped logic.
Step 6: Save the Smart List
Click Save as Smart List.
Enter a name for the Smart List.
Save.
The Smart List now appears as a tab in Contacts.
How to Edit a Smart List
Open Contacts.
Click the Smart List tab you want to edit.
Click Advanced Filters.
Modify, add, or remove filters.
Changes save automatically.
How to Manage Smart Lists
From the Smart List options menu, you can:
Rename the Smart List
Duplicate the Smart List
Share the Smart List
Delete the Smart List
Common Issues and Fixes
Smart List is empty
Confirm filter values exist on contact records.
Check for conflicting AND / OR logic.
Contacts missing from Smart List
Verify the contact meets all active filter conditions.
Confirm fields used in filters are populated.
Filters not available
Ensure the related feature (Offers, Communities, Client Portal) is enabled in the account.
Advanced Filters Available in Smart Lists
Smart Lists support advanced filters including:
Created By
Last Updated By
Inbound DND Status
Outbound DND Status
Website
Instagram ID
Facebook ID
Google ID
Country
Timezone
Valid Email
Last Activity Time
Source Type
Additional Emails and Phone Numbers