Dynamic Lists

Benefits of Using Dynamic Lists

• Always Up-to-Date: Lists automatically adjust to reflect the most current contact information and criteria.

• Reduced Manual Work: Eliminate the need to update or rebuild contact lists manually.

• Improved Targeting: Easily reach the right contacts for your Campaigns.

• Flexible Organization: Group contacts in a way that best suits your team’s workflows and objectives.

How to Create a Dynamic List

1. Go to the Lists tab.

   

2. Click Create List and choose Dynamic List

   

3. Define your criteria by applying relevant filters for your contact segments. 

   

4. Save your list.

   

Common Use Cases

• Segmenting new leads or recent contacts

• Tracking VIP customers

• Organizing contacts by tags or labels

• Creating follow-up lists for older conversations

• Grouping contacts by assigned team member

Managing Your Dynamic Lists

• Access all your lists in the Lists tab.

• Click any list to review filters and current members.

• Edit filters anytime—changes apply instantly.

Frequently Asked Questions

Q: Can I manually add or remove contacts from a dynamic list?
A: No. Dynamic lists are fully rule-based. For manual list management, please use static lists.

Q: How frequently do dynamic lists update?
A: They update in real time as contact data changes.

Q: Can I use custom fields when filtering contacts?
A: Yes. You can filter by tags, built-in fields, and custom metadata.

Q: Is it possible to export contacts from a dynamic list?
A: Yes. Exporting contacts works the same way as with static lists.

Additional List Features: “Created by” filter

We’ve introduced a new filter option on the Lists page to enhance organization. You can now filter lists by “Created By” to quickly identify who created each list. Visit the Lists tab to try it out.