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How to make a Dynamic List

What is a Dynamic List at Qomon and how to make one?

Written by Helen Sabatine
Updated this week

What is a "Dynamic List"?

Dynamic Lists in Qomon automatically group contacts based on specific criteria. Contacts join or leave the list as they match or no longer meet the criteria, ensuring your lists stay up-to-date for targeted actions and communication.


🖇️ How to make a Dynamic List?

First step, is to head over to your contact database and click on Lists > Create a list

You will have the option of different filters to choose from.

For example: To create a list of contacts that have provided their email address or mobile phone number, your set-up would look something like this:

filter

✅ After defining your criteria, save and name your new dynamic list, then choose whether it is public or private.


📋 Public vs Private Lists

By default, the lists you create are private, which means they are only visible to you and can only be used by you. If you want to create a public list, you must have the appropriate permission. Public lists can be accessed by other members of your space:

To learn more about permissions, see the article on Roles and Permissions. If you do not have permission to create public lists, please contact your organization administrator.


⭐ Pin your favorites

Your space can pin up to four featured lists, making them easy for everyone in your workspace to access. In addition, you can mark up to four of your own lists as favorites, which are visible only to you.

All other lists remain available in the Lists section.

Pinning lists helps you quickly access the lists you use most often. For example:

  • Active volunteers during a campaign

  • Upcoming event participants for event coordination

  • Recent donors for follow-ups

  • Priority supporters your team contacts regularly

Favorites can also be used to keep quick access to lists you personally work with often, such as a regional list or a campaign you manage.

🥳 And that's everything! More questions? Reach out to support.

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