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How To Share A Smart List

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Angie | PurpleCow Digital
Updated 1 year ago

Smart Lists are a great way to organize contacts, by filtering your contacts to create β€˜lists’ and selecting what data you wish to see for each list.

Here's how to share a Smart List:

Manage Smart Lists - How To Share A Smart List - Step 01

Click "Contacts"

 

Manage Smart Lists - How To Share A Smart List - Step 02

Click "Manage Smart Lists"

 

Manage Smart Lists - How To Share A Smart List - Step 03

Click the "Share smart list" icon.

 

How would you like to share your smart list?

  • Share with all users (Global list)

  • Share with an admin user

  • Share with a non-admin user

 

A global list is created when a smart list is shared with all users.

A global list will always remain shared with all administrators.

Only an administrator can change filters in a global list and can delete a global list.

 

Manage Smart Lists - How To Share A Smart List - Step 04

Select the checkbox next to "Share with all users (Global list)"

 

Manage Smart Lists - How To Share A Smart List - Step 05

 

Manage Smart Lists - How To Share A Smart List - Step 06

You should see the "Global List" icon next to the list you just shared.

 

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