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Smart lists are saved, filtered views of your contact database. By combining conditions, sort orders, and custom columns, you can instantly see exactly the right contacts — and share those views with teammates.

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Creating a smart list

1

Open Smart Lists

Navigate to Contacts in the left sidebar, then click the Smart Lists tab.
2

Add a new smart list

Click the + Add Smart List button to open the filter panel on the right.
Add Smart List button
3

Name your smart list

Click the name field at the top of the filter panel and enter a descriptive name.
Smart list name field
4

Apply filters

Click Advanced Filters to select filter criteria. Choose a field, then pick a condition:
  • Is / Is Not — exact match
  • More Than / Less Than — numerical comparison
  • Contains — partial text match
  • Is Empty / Is Not Empty — presence check
  • Has Active Campaign — automation membership check
Smart list filter configuration
Click Apply to confirm each filter.
Apply filter button
5

Combine filters

Use And to require all conditions, or Or to allow any condition. Add additional filter rows as needed.
Nested filter logic
6

Sort contacts

Expand the Sort By menu to choose a field and direction (ascending or descending).
Sort by options
7

Choose visible columns

Click Fields to select which columns appear in the list. The contact name column is always first.
Fields column selector
8

Save the smart list

Click Create in the bottom right to save.
Create smart list button
The new list appears in the top row for quick access.
Smart list in top nav

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Editing a smart list

1

Select the smart list

Click the smart list you want to edit in the top navigation bar.
Select smart list
2

Open Advanced Filters

Click Advanced Filters to view current filter conditions.
Advanced filters panel
3

Modify filters

Click Clear All Filters to start fresh, or use the And / Or operators to add and adjust filters.
Clear filters option
4

Save your changes

  • Click Save to update the existing smart list.
  • Click Save as New to create a new list with the current filters.
  • Click Discard Changes to revert to the previous state.
Save smart list options

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Managing smart lists

Access the management panel by clicking the three-dot icon in the Smart Lists tab and selecting Manage Smart Lists.
Manage smart lists menu
Each smart list is displayed as a card with quick action buttons:
Click and hold the drag handle icon on any card to reorder smart lists in the panel.
Drag and drop reorder
Click the Duplicate icon to copy a smart list and its filters to a new list.
Duplicate smart list button
Click the Share icon to share a smart list with all users or selected individuals.
Share smart list options
Sharing status icons appear next to each list:
  • Globe icon — shared with everyone
  • Person icon — shared by you with others
  • Incoming arrow — shared with you by another user
Smart list sharing status icons
Click the Edit (pencil) icon to rename the smart list.
Edit smart list name
Click the Delete (trash) icon to remove the smart list. Contacts remain in your account.
To delete a shared smart list, you must first revoke access for all other users.
Delete smart list button

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Common use cases

Marketing segmentation

Create a list of customers who purchased within the last 6 months to target with a new product launch campaign.

Lead prioritization

Filter by lead score or recent activity to help your sales team focus on the highest-value prospects.

Event planning

Identify potential attendees by past attendance, location, or stated interests for targeted invitations.

Customer support

Surface contacts with multiple open support tickets so your team can proactively reach out.

Loyalty management

List contacts who have earned a threshold of loyalty points and send them exclusive offers.

Cross-sell and upsell

Find contacts who purchased a specific product and promote complementary or upgraded options.

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Adding a contact photo

You can add or change a contact’s profile photo to replace the default initials bubble.

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Adding a photo to a new contact

1

Start creating a contact

In the Smart Lists tab, click + Add Contact.
2

Upload an image

In the contact creation form, click the pencil icon under Contact Image, then click Upload Image to select a file from your computer.
3

Save the contact

Fill out the remaining contact details and click Save.

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Editing an existing contact’s photo

1

Open the contact record

Click on the contact’s name in any smart list.
2

Edit the photo

Hover over the contact’s image or initials circle, then click the pencil icon that appears.
3

Upload and crop

Click Upload From Computer, select your image, crop it as desired, and click Save.
Profile photos appear in the Contacts Smart List, Conversation Inbox, and the right-side contact panel. Use a 512x512 pixel JPG or PNG image under 2.5 MB for best results.

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Viewing and deleting cards on file

Stored payment cards can be reviewed and removed from a contact record.
1

Navigate to the contact

Go to Contacts and find the contact whose stored cards you want to manage.
2

Open the payment panel

Click the $ icon within the contact record.
3

Manage cards

Open the Actions menu and select Manage Cards. All stored cards are listed here.
4

Delete a card

Click the trash icon next to any card. A confirmation popup appears. For cards linked to an active subscription, an additional warning is displayed before confirmation.
Deleting a card that is linked to an active subscription will remove the payment method for automatic billing on that subscription.
Last modified on March 4, 2026