Dynamic Marketing Lists are saved segments of contacts that update themselves automatically based on filters (for example: practice area, region, engagement, marketing preferences).
Instead of manually adding or removing contacts from a list, you define rules (filters). As contact data changes, the list automatically reflects everyone who currently matches those rules.
Dynamic lists live alongside your existing Static Marketing Lists, and can be used wherever lists are used today, especially for email marketing campaigns.
Static vs Dynamic Marketing Lists
Static Marketing Lists | Dynamic Marketing Lists |
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A simple way to think about it:
Static = a fixed spreadsheet
Dynamic = a saved search that always gives you the right people right now
How to view Dynamic Marketing Lists
On the Marketing Lists page, you’ll see:
Both Static and Dynamic lists in the same table
A clear type indicator (e.g. “Static” or “Dynamic”)
From this page you can:
Create a new Dynamic List
Open an existing dynamic list to see:
Its name and description
The filters that define it
The contacts currently in it (based on those filters)
How Dynamic Marketing Lists work
Creating a Dynamic Marketing List
Go to Marketing Lists
Click Create Dynamic List
You’ll see an All Contacts‑style screen where you can:
Apply filters (e.g. practice area, location, engagement, preferences)
See how many contacts match
Give the list a name and choose a category for the list
Click Create
From then on:
The list automatically updates whenever contact data changes
You do not need to rebuild or sync it
Editing a Dynamic List
To change who is included in a dynamic list:
Open the list
Click Edit List, this will enable the Edit mode and while you are in Edit mode, changes will be autosaved
Adjust the filters (add, remove, or change conditions)
Click Save
After saving:
The list’s membership immediately follows the new rules
There is no extra “refresh” or “sync” step
Key concept:
You don’t manually add or remove people from a dynamic list; you edit the rules, and the list follows.
Sending a campaign to a dynamic list
This update will be available as part of our general release in late-June.
You can a select Dynamic Marketing List as the recipient list for an email campaign. This means that the campaign will be sent to whoever currently matches those criteria at scheduled time.
When editing a campaign, the Recipient List section contains a search autocomplete field ("Search for a list"). This field now surfaces dynamic lists alongside static ones. For campaigns in workspaces, the list is scoped to the current workspace context (or app context), so only lists relevant to where you're working appear. Since Dynamic Marketing Lists are global lists, they will always show, even in Workspace Campaigns. You can choose Preference Lists in addition to Dynamic Marketing Lists.
Once you type and select a dynamic list:
The campaign's recipient list is updated immediately
A warning banner appears below the list picker — this is by design and is always shown for dynamic and preference lists (see below)
If you choose to clean the list, we will record the risk status for contacts and just like Static Lists, skip the High Risk contacts from the list. The High Risk contacts will remain on the list unless removed by applying filters.
As soon as a dynamic list is selected, a amber/warning-coloured banner renders below the list field. This banner always appears for dynamic lists — it does not indicate a problem, it's informational.
The banner contains:
Element | Text |
Title | "You're sending this campaign to a Dynamic Marketing List" |
Subtitle | "You may review and clean your contacts before sending." |
Body note | "High-risk emails will be automatically removed from the campaign recipients." |
Link | "View List" — opens the dynamic list in a new tab |
Button | "Clean List" — launches the List Cleaner |
The amber colour is intentional: unlike a static list (which turns green once clean), a dynamic list always stays amber because its membership can change at any point. The system cannot guarantee it was "last cleaned" in any meaningful way — new contacts matching the filter could appear at any time.
What you cannot do with Dynamic Lists
With Dynamic Marketing Lists:
You cannot manually add a single contact directly to the list
You cannot manually remove an individual contact from the list
If you want to change who’s in the list, you must:
Change the filters; or
Update the contact’s data so that they now match (or no longer match) the rules
If you need precise, manual control over membership, use a Static Marketing List instead.
Dynamic Lists and Marketing Preferences
Dynamic lists are especially powerful when combined with marketing preferences.
A common pattern:
You collect marketing preferences from contacts (e.g. “Corporate & Commercial updates”, “Banking & Finance alerts”).
You then build dynamic lists that:
Include contacts who’ve selected a specific preference
This allows you to:
Target exactly the right audience for each topic
Ensure that future changes in a contact’s preferences are automatically reflected in your campaign audiences
In addition, for each marketing preference (of type select/multi-select), the system can maintain a corresponding preference-based dynamic list of contacts who have that preference, so you always have a ready-to-use audience.
FAQs
Is Dynamic Marketing List membership shown on the Contact Profile?
Is Dynamic Marketing List membership shown on the Contact Profile?
Static List membership will continue to appear on Contact Profiles under the Marketing Settings tab, while Dynamic List membership is not shown.
What is the difference between Preference Lists and Dynamic Marketing Lists?
What is the difference between Preference Lists and Dynamic Marketing Lists?
Preference Lists are similar to Dynamic Lists: both are filter-based lists. However, Preference Lists are always generated using a Marketing Preference filter. Additional filters can be applied temporarily but are not saved. This ensures you can always view all contacts subscribed to a specific Marketing Preference. Read more about Preference Lists here.
Can I create a Dynamic Marketing List in a Workspace?
Can I create a Dynamic Marketing List in a Workspace?
Dynamic Marketing List cannot be created within Workspaces