Contact Lists

Lists in SureContact allow you to organize and segment your contacts based on common characteristics, behaviors, or criteria. SureContact provides two types of Lists:

1. Static Lists
2. Dynamic Lists

Both types help you group contacts for targeted communication and campaign management, but they work in different ways.

1. Static Lists

A Static List is a simple, manual list of contacts.
Contacts are added to this list:

• Manually from the contact’s profile
• Using Bulk Actions
• Through Automations or WordPress Integrations

Static Lists do not have conditions and do not update automatically when new contacts are created (unless added via automation).

Creating a Static List

Follow these steps:

1. Go to CRM → Lists from the sidebar.
2. Click Add List.

3. The Add New List flyout will appear.

4. Enter the List Name (e.g., Newsletter Subscribers).
5. Leave List Type as Static List (default).
6. Optionally add a Description to explain the purpose of the list.
7. Click Create List.

Your Static List is now ready.

Managing Static Lists

• Edit List – You can modify the name and description, but List Type cannot be changed.
• Delete List – Remove the list permanently using the delete icon.

• Add Contacts –
  • From individual contact pages (using the Lists selector)

• Using Bulk Actions → Add to List

Static Lists are ideal for grouping contacts manually or using actions/automations.

2. Dynamic Lists

A Dynamic List automatically includes contacts based on specific conditions you define.
Whenever a contact is created or updated, SureContact checks whether it matches the conditions—if yes, the list is added automatically.

Dynamic Lists are great for smart segmentation, such as:

• Contacts belonging to a specific company
• Users with a particular tag
• Users with an email domain
• Contacts created in the last 30 days
• Customers with specific purchase behavior

Creating a Dynamic List

Follow the steps below:

1. Go to CRM → Lists.
2. Click Add List.

3. In the flyout, provide the List Name.
4. Change List Type to Dynamic List.
5. A Filter Conditions section will appear.

This is where you define the rules that automatically include contacts in this list.

Adding Conditions

To add a condition:

1. Click Add Condition.
2. You will see three fields:
   
   • Field
   • Operator
   • Value

Example setup:

• Field: Company
• Operator: Equals
• Value: Test Ltd

This means:

Any contact whose Company = “Test Ltd” will automatically be added to this list.

Available Fields

You can use:

• Standard contact fields (Name, Email, Phone, Status, Company, etc.)
• Custom Fields you created
• Date fields (Created At, Last Updated)
• Tags
• Other sureContact data fields

Operators in Dynamic Lists

Operators vary depending on the field type:

For Text Fields

• Equals
• Not Equals
• Contains
• Does Not Contain
• Is Empty
• Is Not Empty

For Dropdown Fields (e.g., Status, Gender)

• Equals
• Not Equals
• In
• Not In

(Useful for selecting multiple values)

For Tags Field

• Has Any Of
• Does Not Have
• Has Any Tags
• Has No Tags

For Date Fields

• Before
• After
• Between
• In the Last
• Is Empty
• Is Not Empty

SureContact adjusts the Value input automatically depending on the selected field (dropdown, text box, date picker, etc.).

Match Logic (AND / OR)

Dynamic Lists support two types of match logic:

Match All Conditions (AND)

All conditions must be true for the list to apply.

Example:

• Company Equals “Test Ltd”
• AND Email Contains “gmail.com”

A contact must satisfy both conditions.

Match Any Condition (OR)

At least one condition must be true.

Example:

• Company Equals “Test Ltd”
• OR Email Contains “gmail.com”

If the contact meets either, the list applies.

Completing the Dynamic List

Once you have added all the conditions:

• Click Create List
• SureContact will automatically evaluate existing and new contacts against your rules

The Dynamic List updates in real-time.

Managing Dynamic Lists

• Edit List – You can update the list name, description, and conditions, but List Type remains fixed.
• Delete List – Removes the list permanently.
• Dynamic Lists apply automatically as long as their conditions match.

Summary

SureContact’s List system allows powerful segmentation, whether you need simple grouping (Static Lists) or automated rule-based grouping (Dynamic Lists).