Creating an Audience List

An audience list is a saved group of contacts that you can use as the recipient list when sending an email. Instead of setting up your filters from scratch every time you want to reach a particular group, you build the list once, save it, and reuse it whenever you need it.

For example, you might create a list called “Expired lotto players” to send a renewal reminder each month without re-filtering manually. Or you might create a list called “U12 parents” by filtering for members connected to a specific Connect group, ready to use whenever you need to contact that group.

There are two types of list. It is worth understanding the difference before you save.

Static list: a frozen snapshot of the contacts in your results at the moment you save. The list does not change over time. Good for one-off situations where you want to contact a specific, fixed group; for example, everyone who attended your club AGM, or a group you have manually selected for a specific purpose.

Dynamic list: a list that stays up to date automatically. Instead of saving the contacts themselves, it saves your search and filter criteria and re-evaluates who matches every time the list is used. Good for ongoing communications where the group changes over time; for example, all members with an expired membership or all active lotto players. Whoever meets the criteria at the time of sending receives the email.

There are two ways to build and save an audience list. Both end up in the same place: a named list available as a recipient option when sending an email.

Option 1: Name your list first, then build it

Click Create new list at the top right of the Search page. You will be asked to give your list a name and choose a list type; Dynamic or Static, before you start filtering.

Once you click Continue, you will land on the member table with your list name shown at the top. From here, use Advanced Filters to narrow down your results to the right group of contacts.

Select your filters in the panel and click Apply. Your active filters will appear as chips below the search bar and the table will update to show only the contacts who match.

When you are happy with the results, click Save list in the top right corner. Your list is created and you will see a confirmation at the top of the screen.

Option 2: Filter first, then create the list

If you prefer to see your results before committing to a list, you can filter first. Use Advanced Filters to narrow down the member table and review the results. When you are happy, click Create new list. You will be prompted to give it a name and choose a list type, and the filters you have already applied will be carried through.

Note: If you save a Dynamic list without applying any filters, it will include all contacts in your club by default. The system will flag this with a warning on screen before you save. You can always add filters to the list later by editing it.

When you have a saved list applied, the search bar works within that list. Typing a name or email will only return contacts from that list, not your full club database. This keeps your view focused on the group you are working with.

There is one exception: if you are editing a Static list, you can search across your entire club to manually find and add contacts who are not already in the list. This is useful if you want to hand-pick a few extra people to include.

This is not possible with a Dynamic list, as Dynamic lists are built entirely from search criteria and filters rather than manual selections. To change who appears in a Dynamic list, update the criteria itself.