Create a Smart List

Last update: 2023-10-24

Smart Lists allow you to find specific groups of people using simple filters. Here’s how to create one.

  1. Go to Marketing Activities.

  2. Select the program you want to create the Smart List in.

  3. Under New, click New Local Asset.

  4. Select Smart List.

  5. Enter a Name and click Create.

    Ta-da, great job! Now let’s add and define some filters.

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