Managing & Modifying Smart Lists

Once you've created Smart Lists, you'll want to know how to edit, organize, and get the most out of them.

Edit a Smart List

1. Go to Contacts and click the Smart List name to open it.
2. On the right side, click Advanced Filters to view current conditions.
3. To change a filter, click the pencil icon next to it, or click the dropdown arrow to remove it.
4. Click the Save icon to apply your changes.

Manage All Smart Lists

1. Go to Contacts → Smart Lists.
2. Click the three-dot (⋮) menu near the top of the page.
3. Select Manage Smart List.
4. From here you can:
   • Duplicate a list (copy icon)
   • Share it with all admins in your account (share icon)
   • Rename it (pencil icon)
   • Delete it (trash icon)

Customize Columns

You can control which columns appear and in what order.

1. Open a Smart List.
2. Click the column management option near the top of the table.
3. Drag and drop columns into your preferred order, or toggle columns on/off.
4. Save the Smart List to preserve your column layout — otherwise it reverts to the last saved configuration.

Advanced Filtering: AND/OR Logic

Smart Lists support both AND and OR logic for building precise or broad segments.

• AND: Contact must meet all conditions (e.g., tagged "VIP" AND located in Texas)
• OR: Contact must meet at least one condition (e.g., tagged "Lead" OR tagged "Prospect")

You can combine both in a single Smart List for complex targeting.

Sharing Smart Lists Across Users

By default, Smart Lists are only visible to the user who created them. To make a Smart List visible to all users in your account, use the Share with Admins option in the Manage Smart Lists panel.

⚠️ Users need "Settings" access to manage Smart Lists. If a team member can't edit one, check their permissions.

Common Questions

Can I manually add a contact to a Smart List? No. Smart Lists are filter-driven. To get a contact into a list, make sure they meet the filter conditions (e.g., add the relevant tag to their profile).

Will a scheduled campaign update its recipient list before sending? Yes. Smart Lists are evaluated at send time, so anyone added to the criteria after scheduling will still receive the campaign.