Dynamic Marketing Lists | Nexl Help Center

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
Membership is manually managed The list stays the same until someone edits it Best for: Event invite lists One‑off curated audiences Small groups that rarely change	Membership is controlled by filters, not by manual selection As contact details or marketing statuses change, the list updates automatically Best for: Always‑up‑to‑date mailing lists by practice area or region “Contacts who have opted into X” segments Automatically excluding bounced or unengaged contacts from a segment

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.

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

Can Dynamic Marketing Lists be used in Campaigns?

Dynamic Lists can’t be used in Campaigns for this initial release. Support for sending Campaigns to Dynamic Lists is coming soon.

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?

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?

Dynamic Marketing List cannot be created within Workspaces

How to use Marketing Lists to create static and dynamic lists

Static Lists vs Dynamic Views

Creating a new Contact List

Managing Marketing Preferences in Nexl

Marketing Preference Manager (for Admins)