Updating your Smart List filters lets you segment contacts precisely, based on things like sales progress and how they've interacted with your company. This means you're always working with the right group of contacts for any given campaign or task.
Accessing Your Smart List
To start editing a Smart List, select it from the panel at the top of your contact list. The list will update to show only the contacts that match the current filters.
Select the "Advanced Filters" option to view the filters currently applied to your Smart List.
In this panel, you can clear the existing filters by clicking "Clear All Filters" (1), then set up new ones.
Alternatively, use the "And" (2) or "Or" (3) operators to add more filters and tailor the results to your needs.
After selecting the appropriate option, fill in the details and click "Apply" at the bottom right of the page.
Add more filters until you're satisfied with your selection.
Saving Your Smart List
Once you've added all the filters you need, click "Save" at the top of the page to update the existing Smart List.
To save your changes as a new Smart List instead, click "Save as New" and enter a name in the popup modal.
Confirm this action by clicking Create.
To discard your changes, click "Discard Changes". This reverts the Smart List to its previous state, removing anything you changed in this session.
Keeping your Smart List filters up to date means your contact database stays organised and useful. Whether you save changes to an existing list, create a new one, or discard a session's edits, you stay in control of exactly who you're targeting.