How do I create and use Smart Lists in ASNSpark! CRM?

A Smart List is a saved view of your contacts that updates itself. You set the rules once, and contacts move in and out of the list automatically as their information changes. For example, you could keep a live list of every family inquiry tagged "Private Pay" from the last 30 days, or every referral partner tagged "Hospital Case Manager".

Create a Smart List

1. Go to Contacts and click + Add Smart List.
2. Choose a filter from the menu on the right, such as a tag, a date added or a custom field.
3. Enter the details for that filter and click Apply.
4. To narrow the list further, click AND and add another filter.
5. Click Create to save the list.

Change an existing Smart List

1. Go to Contacts and click the Smart List name at the top of the page.
2. Open Advanced Filters on the right side.
3. Click the pencil icon to edit a filter, or the arrow to remove it.
4. Click the save icon to keep your changes.

Rename, copy, share or delete a Smart List

1. In Contacts, click the three-dot menu next to Add Contact.
2. Select Manage Smart List.
3. Use the icons in the Actions column to copy, share with your team, rename or delete a list.

Rearrange the columns

Open the Smart List, open the column manager at the top of the table and drag the columns into the order you want. Save the Smart List again afterward, or it will go back to the last saved layout.

Common questions

• Can I add a contact to a Smart List by hand? No. Contacts join a Smart List only when they match its filters. To add someone, give them the tag or field value the list is looking for.
• Can my whole team see my Smart Lists? Smart Lists start out visible only to the person who made them. Use the share icon in Manage Smart List to make one visible to everyone in your account.
• If I schedule an email to a Smart List, who receives it? The list is checked at the moment the email sends, not when you scheduled it. Anyone who matches the filters at send time receives it.
• How do I see more contacts per page? Use the selector at the bottom right of the list and choose 20, 50 or 100.

Note: managing Smart Lists requires settings access. If you do not see these options, ask the admin on your account or submit a ticket.

Have a question about your own account? Submit a ticket and our team will follow up.