A custom list is a saved set of filter conditions that resolves live — every time you open it or send email to it, the system recomputes who matches. That means a list like “Interested in EMT and not enrolled” stays correct as contacts join, leave, and enroll.Documentation Index
Fetch the complete documentation index at: https://docs.firstrespondershub.com/llms.txt
Use this file to discover all available pages before exploring further.
Opening the audience builder
From the Overview tab on Contacts, click New custom list. A side sheet opens with:- List name — Required.
- Condition rows — One or more filter conditions, joined with AND.
- Live preview — As you edit, the builder shows the match count and sample names with a short debounce.
- Save — Writes the list; Save and email opens the email composer scoped to the list.
Filter conditions
Each row has a property, an operator, and a value. Available properties:| Property | Operators | Value |
|---|---|---|
| Interested in program | is / is not | A program offering |
| Enrollment status | has enrolled in / has never enrolled in / has completed | A program offering |
| Cohort | is enrolled in / is on waitlist for | A cohort |
| Source | is / is not | Lead form, Waitlist, Enrolled, Imported, Manual |
| Email status | is | Active, Unsubscribed, Bounced |
| Tag | has tag / does not have tag | An org tag |
| Date added | is in the last / is after / is before / is between | Relative (7d, 30d, 60d, 90d, 6mo, 1yr) or a specific date |
| Date enrolled | same date operators | Optionally scoped to a program |
| Date completed | same date operators | Optionally scoped to a program |
| Date joined waitlist | same date operators | Optionally scoped to a program |
Live preview
The preview updates after a short debounce as you edit. It shows:- Total matching contact count (excluding unsubscribed and bounced by default)
- A few sample contact names
0, double-check date ranges and program selections — a common mistake is combining Interested in program X with Has never enrolled in X, which is valid but narrower than it looks.
Saving and editing
- Save — Stores the list for reuse. It appears under Saved custom lists on the Overview tab.
- Edit — From the Overview tab, open a saved list to see its resolved contacts. Use Edit filters to re-open the builder; your conditions are reloaded exactly.
- Delete — From the saved list detail page or the list row menu.
Emailing a list
Three ways to email a list:- From the builder, click Save and email — opens the email composer with the list pre-selected.
- From the Overview tab, use the list’s row menu → Send email.
- From the email composer, choose audience type Custom list and pick the saved list.
Unsubscribed or Bounced are always excluded at send time, even if they match the filter conditions.