Smart Lists can be created based on member search results using the filters available in the Search Members section under My Members. These lists must be generated from search results — they cannot be created by manually selecting individual members.
To begin creating a Smart List, go to My Members >> Search Members and run a search using any combination of the available filters. Once the search results are displayed, the option to save them as a Smart List will be available.
More information about this section can be found in the article linked below:
Create Smart List
Once a search for members has been completed, a smart list can be created of this result by clicking on the Create Smart List from Current Result option:
Once clicked, a module will display where the name of this smart list can be specified:
The following success message will show up once the list has been created successfully:
View/Edit Smart List
To view and edit the newly created list, navigate to My Members >> Smart Lists:
- Edit the Smart List
- Delete the Smart List
- List Size
Export Smart List
If the Export Member Data Add-On is active, Smart Lists can be exported into downloadable CSV files.
