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.
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 |
To build OR logic (e.g. “interested in EMT OR interested in Paramedic”), save separate custom lists and email them in two sends, or use the Tag property to consolidate across programs.
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
If the preview is 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.
Because lists resolve live, editing a condition changes who will receive future emails sent to that list. Past sends are unaffected — Send History records the exact audience size at send time.
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.
Contacts with status Unsubscribed or Bounced are always excluded at send time, even if they match the filter conditions. 
