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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.
Smart lists tab with saved views

The Smart Lists tab shows your saved views in the top navigation bar

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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

Click + Add Smart List to open the filter panel

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

Enter a name for your smart list

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

Configure filters in the Advanced Filters panel

Click Apply to confirm each filter.
Apply filter button

Click Apply to confirm a filter

5

Combine filters

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

Use And/Or logic to combine multiple filters into nested groups

6

Sort contacts

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

Sort contacts within the smart list

7

Choose visible columns

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

Select which fields appear as columns in your smart list

8

Save the smart list

Click Create in the bottom right to save.
Create smart list button

Click Create to save your smart list

The new list appears in the top navigation bar for quick access.

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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 panel

The Manage Smart Lists panel showing all your saved lists as cards

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

Drag and drop to reorder your smart lists

Click the Duplicate icon to copy a smart list and its filters to a new list.
Duplicate smart list button

Duplicate a smart list to create a copy with the same filters

Click the Share icon to share a smart list with all users or selected individuals.
Share smart list options

Share a smart list with teammates or your entire organization

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

Icons showing the sharing status of each smart list

Click the Edit (pencil) icon to rename the smart list.
Edit smart list name

Rename a smart list using the pencil icon

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

Delete a smart list using the trash icon

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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.
2

Open Advanced Filters

Click Advanced Filters to view and modify the current filter conditions.
3

Modify filters

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

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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 22, 2026