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      Smart List FAQ

      The frequently asked questions regarding smart lists!

      Updated: September 09, 2024

      Q: How do I add pre-existing contacts to an already-made Smart List?

      A: Contacts are added automatically to a Smart List if they meet the filter conditions set for that Smart List. For instance, if a Smart List includes all contacts with the "client" tag, any contact tagged as "client" will automatically be added. You can learn more about creating and adding tags here.

      Q: Can I manually add existing contacts to an existing Smart List?

      A: No, contacts are not manually added to Smart Lists. They are added automatically based on the filters and conditions set for that Smart List. If you add a tag to a contact that matches a filter condition for a Smart List, they will automatically be added to that Smart List.

      Q: I deleted a user and don't want to see the related smart list. Is there a way to delete all records from the smart list?

      A: You can delete a Smart List by going to "Contacts" >  "Manage Smart Lists" tab. You'll see a list of shared smart lists and several options to the right of the smart list title. (Copy, Share, Edit and Delete)

      However, remember that the delete option might be greyed out if a Smart list is shared with only one user. To delete such a list, you need to first untick the user. Once the user is unticked, the delete option will become available, and you can delete the smart list. Please know that deleting the smart list will not delete the contacts.

      Q: Can all users see Smart Lists or just the user that created them?

      A: Smart Lists are created at the user level, not at the location level. However, with "global versus local" Smart Lists, users can now push their Smart Lists to the full account, making them visible to all users or select specific users to share the smart list with.

      Q: Can Smart Lists be shared with others?

      A: Yes, you can share Smart Lists. Go to 'Manage Smart Lists' and click the 'share' button to do this.

      Q: Can my Smart Lists be exported?

      A: The ability to export is subject to your contract and the type of contacts. Reach out to support if you have specific questions regarding your data. 

      Q: How to filter for DND?

      A: Filtering Contacts: DND help article

      1. Prepare to send your next marketing campaign or create a smart list.
      2. Navigate to Contacts  in the menu pane.
      3. Create a Smart List for your marketing campaign if you do not have an existing one. 
      4. Click on More Filters to specify criteria for the list.
      5. Choose the filter for DND.  Select " Is not " Enabled for All Channels to filter out contacts who do not have the DND option on. Click Apply to make the changes.
      6. Review the resulting list to identify contacts who are okay with receiving items from you.
      7. Save as Smart List. 
      8. Name your Smart List and click Save.