Allows you to select the list(s) that the filter logic will run against in order to populate your list.  The All Contacts list is used by default.  To select a source list, follow the steps below:

1. Click into the list selector box.
2. Search for lists using the Search box or locate the list(s) that will be the source for your filter.
3. Select the list(s) by clicking them with the mouse.  Selected lists will be highlighted.
4. Click Select when your lists have been chosen.

Selection Criteria allow you to build out the rule set that will be used to populate the dynamic list.  The left hand side consists of the source fields that will be used to create your dynamic list.  They consist of fields within System Tables. The right-hand side is where you build the filter by dragging an element from the Attribute section into the Define Filter section.  From there, you are able to configure the operators and logic for your filter.

Suppression Criteria allows you to build out filter logic that will be used to suppress contacts from your list.  The process to build out Suppression Criteria is that same as building out filters but the contacts who meet the filter logics will be excluded.  To build out Suppression Criteria, please follow the steps below.

1. Within the Suppression Criteria section, check the box for Suppress Address by Profile.
2. Once selected, the Define Filter section will open.
3. Build out the filter logics by dragging data fields from the Attributes section to the Define Filter area.

Seed Addresses are lists of contacts that should be included in the list regardless of the filter criteria or the suppression criteria.  The Seed Addresses will be merged into the dynamic list when the list of contacts is generated.  To include Seed Addresses, follow the steps below.

1. Click into the Browse List box.
2. Search for lists using the Search box or locate the list(s) that will be the source for your filter.
3. Select the list(s) by clicking them with the mouse.  Selected lists will be highlighted.
4. Click Select when your lists have been selected.

The Remove Global Opt Out option will exclude those contacts who have been globally opted out from your list.  Click on the Remove Global Opt Out box to enable this option.

To create filter criteria, drag a data field from the Attribute options and drop it onto the Define Filter area. Once the data field is dropped, you can then select the operator and define the value for that field that you want to filter. 

You can combine the different filter conditions together with AND/OR logic operators.  By default, the logic operator will be an OR. The AND/OR logic operators are located on a button on the far-right side of the Define Filter area. To change the logic operator, click on the button.

Filter conditions can also be combined in order to define a hierarchy of the conditions.  Follow the steps below to create a group filter condition.

1. To set up Group filter conditions, a minimum of three data fields must be present in the Define Filter Area.
2. Place your mouse at the end of the grouping before the AND/OR logic operator button, until a gray button appears.
3. Click on the gray button to create a grouping. 
4. Once a grouping is created, an additional AND/OR logic operator option will appear.  This can be changed as needed to meet the filter conditions.

You are also able to save your filter to use again, by checking the Save filter As option and providing a name for the filter. The saved filters can be found in the Saved Filters option under Contacts.

Once your filter criteria has been built, you can click Add Members to generate the list.  The contacts that meet your filter criteria will populate the Member Lists page.

Split allows you to split a current list into multiple lists. To split a list, follow the steps below.

1. Click on the Split icon.
2. On the Split List page, select the number of branches you would like the list to be split. The default number of branches is 2 .
   1. Select the methodology you would like to use in order to divide the contacts into the new branches.
   2. Numbers allows you to split the list by a specific quantity per branch.
3. Percentage allows you to split the list by a percentage per branch.
4. In order to distribute the contacts into the new branches, slide the blue circle for each branch until the correct quantity or percentage is reached.
5. Select if you would like to remove the contacts from the current list after splitting the list.
6. Select if you would like carry over the list level opt-in/out status to the split lists.
7. Enter the naming convention for the new list names if you have a specific naming convention. This field is optional and if nothing is entered, the default naming convention uses the name of the current list and appends an A, B, C, etc. and a date/time stamp to denote the splits.

Dynamically Add Members allow you to access the filter criteria for this list.  It also allows you to make any edits to the filter criteria once the list is populated.

Refresh No. of Members will refresh your list to reflect the most current contact list.

Count Members from List will provide you with a count of the dynamic list.  It also provides you with information from the properties page.

Search allows you to search for a contact.  To search for a contact, please follow the steps below.

• Click on the Search icon.
• On the Search Members page, select the attributes you would like to search. This field is populated with Email Address by default.
• Enter the text you would like to search.
• Search for changed addresses allows you to search on those addresses that have recently been changed via the native subscription center.
• Perform fuzzy matching allows you to search on a partial value contained within a field.
• Search through all contacts will perform the search on all contacts that reside on a list, including the All Contacts list, within your account.
• Click on Search to complete your search.

Once your search is completed, the results of the search will appear on the Search Members list.  To view the details for a specific contact, click on the contact’s email address.

Export allows you to export the current list.  To export a list, follow the steps below.

1. Click on the Export icon.
2. On the Export List page, select the export type.
   • Download List and Contact Data will download all contacts in your list regardless of bounce status.
   • Download Bounced Contacts will only download those contacts with a bounce status.
3. Choose if you would like to include opted out contacts in your export.  By default, this option is checked.
4. Select any additional attributes you would like exported with the contact email addresses.
5. Select if you would like any Subscription Status field exported.
6. Select any Subscription Topics you would like exported.
7. Select the File Options.
   • Including column headers as the first line will output a header on the exported file.
   • TSV file format will export the file as a tab separated delimiter which will open in excel for an easier visual review of the file.
   • CSV file format will export the file with a comma separated delimiter which will open in a .txt file.
8. Click Export after your selections are completed.
9. The Send a Data Export Summary Report To field will default with your email address.  This can be change to another email address if needed.
10. Click Done to finish the list export.

Once the export is available, you will receive an email with with the name of the list and folder that it housed in on your FTP site.

The Schedule & Send button allows you to configure an email send from the list.  When scheduling an email from a list, the list information is defaulted on Step 2 of the email configuration page.