How to Create a CRM List

Use CRM Lists to segment the contacts in your CRM. This way, you can create focused lists of contacts, then create marketing content specifically targeted to them!

CRM lists can be as basic or advanced as needed. Let's look at a couple quick examples:

• A basic 'All Contacts' list: A great option to reach all your customers at once
  If you're creating a basic "All Contacts" list, simply include all contact types and statuses and save!
• An advanced, highly targeted list: Great for specific marketing campaigns
  Alternatively, you could create a list targeting only contacts that came from a specific source, were created between a certain date range, or even based on the custom fields you've included in your CRM setup. The only limit is your imagination!

Creating a New CRM List

1. While accessing the CRM app, select the Lists option from the top menu.
2. Click + List button on the top-right corner of the page.
3. Enter a List Name. This will be displayed on the Lists page, so make sure its descriptive enough to differentiate it from the other list names.
4. Enter a List Description. The list description is displayed on each individual list details page. Use this to provide further context to a list to keep things organized.
   While name and description are required, the rest of the selections below are optional. Include as many as are needed to build a list of only the contacts that fit the criteria you need. 
5. Select which contacts to include. This is done in several steps so you can dial into specific types, statuses, tags, and more. Each of the filtering options are described below.

   Filtering Options	Filter Descriptions
   Select contact types	This allows you to include only contacts of a specific type. To make this selection easier, the list will populate with all the contact types that were configured during the initial setup.
   Select a type assignment date	This allows you to find only contacts that were assigned to that type within a specific date rage.
   Select contact statuses	This allows you to include only contacts of a specific status. To make this selection easier, the list will populate with all the contact statuses that were configured during the initial setup.
   Select a status assignment date	This allows you to find only contacts that were assigned to that status within a specific date rage.
   Select user assignment	This allows you to find only contacts that were assigned to specific users within your business or organization.
   Select tags	This allows you to find only contacts with specific assigned tags. To make this selection easier, the list will populate with all the contact tags that were configured during the initial setup.
   Create a custom filter	Custom filters allow you to filter contacts using rules based on your contact fields.

6. Click Add Custom Filter if you want to take your list a step further and filter by custom fields.
7. In the custom filter editor, select a method to use as a filter, the options consist of all the active fields that were configured during the initial setup.
8. Once you've selected a method to sort, select the modifier. The options are:
   

   Modifier	Modifier Description
   Is	The contact field is identical to the selected value.
   Is not	The contact field is not identical to the selected value.
   Contains	The contact field contains the selected value somewhere within it's contents.
   Does not contain	The contact field does not contain the selected value anywhere within it's contents.
   Greater than	The contact field is greater than the selected value.
   Less than	The contact field is less than the selected value.
   Greater than or equal to	The contact field is greater than or equal to the selected value.
   Less than or equal to	The contact field is less than or equal to the selected value.

9. Next, select a value from your existing contact fields.
10. If you're filtering with a field that uses pre-selected values, start typing them to display the drop-down of available values. Click Select All to select them all at once. Depending on the type of field you're using to filter, you may have the option to select multiple values.
    Say you wanted to create a list that only targets customers that spent $100 or more on your Shop.
    
11. Review the information entered, when it's complete, click Submit.

How CRM List Filters Work

Filters come in two shapes: AND and OR

• AND = match all conditions
• OR = match at least one of the conditions

AND-type filters fine-tune your list, while OR filters broaden the list.

Individual Filters

Within an individual filter, the OR rules apply. The contacts in the list must meet at least one of the conditions.

Single Line Filters

Example: This list would contain all contacts with at least a Customer OR Vendor type.

Checkbox Filters

Example: This list would contain all contacts who chose Option A, Option B, OR Both.

Combining Filters

When multiple filters are applied, the AND rules apply. The contacts in the list must meet all filters.

Example: Contacts on this list must have the tag ‘Contact Form’ AND choose Option B.

Built-in Date Filters For Type and Status

The date range filter just below the box for Type and Status is an AND filter.

Example: This list would contain all contacts that have the Customer type AND were assigned the Customer type in 2021.

See Your Filters Working

When you’re building out your lists, keep an eye on the preview number in the top right corner.

That will help you know if the filters you’re adding are increasing the list size (OR filter was added) or decreasing the list size (AND filter was added).

Love filtering your contacts? Check out Email List Segmentation for more filtering fun(ctionality).

Note: CRM Tags do not carry over to email list custom fields, which are used for segments. If you’d like to build lists using Tags, you can use CRM Lists.