Location: Contact Management/All Contacts/Saved Lists – > Click New List

Overview:  It can be useful to create a query type list in contacts to pull together all contacts in your database that meet a custom criteria that you have predefined in website settings. This can range from a common niche interest group to a location or geographical region. The possibilities are endless as it really all can be customized to match your business needs

When you create a query list in contacts you can then use that list to send email broadcasts to. It is also a useful way to filter the finders and work with a group of contacts in one list as well as to export that list to Excel.

The setup for these custom contact fields always starts in Website Settings.  If you have not yet set up your custom contact fields, you can get started on that setup here: Set Custom Contact Fields in Website Settings.

How to Create Query List in Contacts Using Custom Contact Field as Criteria:

1. Go to Contact Management/All Contacts
2. Open the Saved List menu
3. Click on New List
4. Choose Query as the List Type
5. Give the Query a Name
6. In the first row under Criteria for Text and Number Fields:
   1. In the left most column, open the select menu and find the custom contact field in the list that you want to query on
   2. In the middle column, open the menu and use the Contains, note you might think this should be equals, but contains is the better choice for text
   3. In the right most column type or paste in exactly the text you have in the website settings as an option for that field
7. Save and Close

Click Next to go to the next module on how to use custom contact fields. You can also jump to another topic under Contact Management by visiting the Course Content page.

Related  Topics:

• Set Custom Contact Fields in Website Settings
• Find and Update Custom Contact Fields in the Contact Editor  
• Add Custom Contact Fields to My Account Object  
• Add Custom Contact Fields to your Website Forms to Populate Contact Record  
• Create a Rule to Trigger off of the Answer to a Custom Contact Form Question
• Display Custom Contact Fields in Contact Gallery Search and Contact Profile
• Locations Where You Can Add or Update Custom Contact Profile Fields
• Create Query List in Contacts Using Custom Contact Field as Criteria

Common Questions

• Where do I set the custom contact fields for my website?
• How do I get a custom contact field to show in a website form?
• How do I trigger a rule to run off of the answer to a custom contact questions in a form?
• How do I get a custom field to show in my member directory?
• Where are all the locations to work with the custom contact fields in website content?