Save and export a contact list

What you'll need

• Access to the Contacts page
• At least one filter applied (see Contacts overview and filters)

Steps

1. Apply the filters that define the group of guests you want — for example, returning guests at one location who are opted in.
2. Click Create List to save that exact filter combination as a named list you can reopen later without re-building the filters.
3. If you change the filters after opening a saved list, an Update List button appears so you can save the change back to the same list instead of creating a duplicate.
4. To export the current filtered view, use the export option to download a CSV — it respects whatever filters and sort order are currently applied, so export after you've narrowed the list, not before.

Best practice: name saved lists by what they're for ("VIP repeat guests — Downtown"), not by the filter values — filters change over time, but the list's purpose usually doesn't.

Related articles

• Contacts overview and filters
• View a guest profile