--- title: Creating Smart Lists description: GROW smart lists --- [Skip to content](https://support.hapana.com/kb/article/654#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en) 3. [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) # Creating Smart Lists **Overview** This guide shows you how to use **Smart Lists** in GROW to organize and **segment** your leads and clients. Smart Lists let you filter contacts based on criteria like tags, activity, or campaign engagement — so you can target the right people at the right time. Perfect for keeping your marketing sharp and your follow-ups relevant. **Who this is for:** Studio owners, managers, and team members using GROW to manage lead journeys and automations. --- **Prerequisites** Before you begin, make sure you have: - Access to your GROW subaccount - Contacts already added to your system - Basic understanding of tags, campaigns, pipelines and custom fields passed on from CORE to GROW [HERE](https://docs.google.com/spreadsheets/d/1u0u9zJMLgJq93MpCqgEbBkEeWsnOIy36WfR_bdWs2xM/edit?gid=0#gid=0). - The **Contacts** permission enabled for your role --- ### **Step 1: Open your Smart Lists** 1. From your GROW dashboard, click **Contacts** in the left-hand menu. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442287896_36e15dcc_image-20250520183336-170-1.png?width=670&height=428&name=1759442287896_36e15dcc_image-20250520183336-170-1.png) 2. You’ll land on the **Smart Lists** tab by default. If not, click **Smart Lists** at the top. > Tip: Smart Lists auto-refresh — any time a contact meets your filter conditions, they’ll be added in real time. --- ### **Step 2: Create a new Smart List** 1\. Click the **+ Add Smart List** button above your contact table. ![](https://support.hapana.com/hs-fs/hubfs/image-png-4.png?width=1908&height=668&name=image-png-4.png) 2\. Give your Smart List a **clear name** — something like “Active Members” or “Active Leads” or a description of the people the list is regarding. ![](https://support.hapana.com/hs-fs/hubfs/image-png-Feb-15-2026-11-56-43-5774-PM.png?width=1920&height=934&name=image-png-Feb-15-2026-11-56-43-5774-PM.png) 3\. Choose your filter category using Advanced Filters (e.g. **Tag**, **Date Added**, **Pipeline Stage**, etc.). ![](https://support.hapana.com/hs-fs/hubfs/image-png-Feb-15-2026-11-59-48-7191-PM.png?width=1904&height=872&name=image-png-Feb-15-2026-11-59-48-7191-PM.png) 4\. Select the **fields** you wish to be included in the smart list and click **Apply.** ![](https://support.hapana.com/hs-fs/hubfs/image-png-Feb-16-2026-12-02-50-6067-AM.png?width=1920&height=934&name=image-png-Feb-16-2026-12-02-50-6067-AM.png) 5\. Once your filters and fields are set, click the **Create** button to create the smart list. Your new list will now live under the **Smart Lists** tab for quick access anytime. > ***Tip:** Use filters like “Last Activity \> 30 days ago” to track follow-up opportunities. You can also combine filters to search for multiple combinations to create smart lists.* --- ### **Step 3: Use your Smart List in campaigns** Once your list is saved, you can: - Enroll these contacts into a **campaign** - Create a **bulk action** (like sending an email or assigning a task) - Trigger **automations** based on list membership > ***Tip:** Smart Lists are dynamic — you don’t need to update them manually. Set your rules and let GROW do the sorting.* --- **Expected outcome** You’ll have a dynamic Smart List that automatically updates with the right contacts based on your chosen filters. You can then use this list in campaigns, automations, and bulk actions to personalize outreach and save time. --- **Troubleshooting / FAQs** **Q: Can I delete a Smart List?** A: Yes. Click the **Smart Lists** dropdown, hover over the list name, and click the trash icon to delete. **Q: Are Smart Lists shared with my team?** A: Yes. You can click on Manage Smart Lists in the Contacts modal and determine which users you’d like to share access for each smartlist.   --- **Still need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com) - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana