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
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
Dynamic Marketing Lists
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
“People 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
Where you can use Dynamic Marketing Lists
1. Marketing Lists page
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)
2. All Contacts (filters)
Dynamic lists are built using the same filtering experience as All Contacts.
You can filter by fields like:
Practice area, sector, geography, role
Marketing statuses such as bounced or unengaged (where available)
Other standard contact fields you already use for filtering
Once you’re happy with the filtered view, you can save it as a Dynamic Marketing List.
3. Campaign audiences
When setting up an email marketing campaign, you can choose:
Static lists (as you do today), and/or
Dynamic lists as the audience
When you schedule the campaign, the system:
Looks at who currently matches your list’s rules
Applies your existing marketing exclusions/cleaning
Sends to the contacts who match the filters at the moment you schedule the campaign
In practice:
When you send a campaign using a dynamic list, the system checks your rules at schedule time and sends to whoever matches those rules right then. Dynamic Lists on Campaigns are available in beta, please refer to your CSM to enable this feature
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, optionally, a description
Click Save
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
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.