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How do I create a Smart List?

This article shows group managers how to save a set of advanced filters as a smart list.

Smart lists are available to Be Collective Plus and Pro subscribers (included with Full Platform). See Be Collective's product plans & pricing.

Smart Lists create custom folders and lists to simplify sorting through your volunteers — for example, all volunteers who speak a particular language or hold a current driving licence.

Create a smart list

  1. Open your group management page

  2. Open the Members tab (approved members)

  3. Open the Advanced filter drop-down

  4. Click Build advanced filter

  5. Set your filter criteria — add conditions with + and use the and/or toggle to control how they combine (defaults to or)

  6. When the filter returns the members you want, click Save as saved list

  7. Name the list, pick a colour, review the conditions, then click Save list

Your saved lists appear under Advanced filter → Saved lists on the Members tab. Select a list to apply it.

To edit or delete a list, open Advanced filter, hover the list, and click the settings icon — or choose Create new saved list to add another.

A note on and/or

When setting up advanced filters, ensure the and/or toggle is set correctly. It defaults to or.

For example, to return volunteers aged 18–21, set one criterion to Age is equal to or older than 18, another to Age is equal to or younger than 21, and set the toggle to and.

If the toggle is or in this scenario, the over-18 filter includes over-21s and the under-21 filter includes under-18s — so all members are returned and none are filtered out.