Sorting your organization’s members into lists lets you find the memberships you need in seconds. Simply save your search results into a smart list when searching the member database. Member smart lists can be accessed in the list selector in the Members section of the Membership module.

Creating a Smart List

Click the filter icon and apply the filter to have a list of members with a specific criterion. After that, click on the Save as New Smart List button and name your member smart list, and click Create to save. You can access the smart list in the list selector.

Managing Smart Lists

Access your smart lists by opening the section’s list selector (marked in the screenshot below). Scroll down to view your smart lists. Pencil icon, gear icon, and Trashcan icon are available to edit, manage, and delete smart lists as needed.

When you're in a specific smart list, you can adjust the search filters. Results will appear by your filter settings. Click the Save Changes button to override your old filters and save your new filters for the list you are editing.

Tip: You can use the member smart list as a Recipient List when you send out email campaigns.