My Members » Smart Lists
Link: https://support.brilliantdirectories.com/support/solutions/articles/12000071871
Smart Lists can be created based on member search results using the filters available in the Search Members section under My Members. These lists must be generated from search results — they cannot be created by manually selecting individual members.
To begin creating a Smart List, go to My Members >> Search Members and run a search using any combination of the available filters. Once the search results are displayed, the option to save them as a Smart List will be available.
More information about this section can be found in the article linked below:
Create Smart List
Once a search for members has been completed, a smart list can be created of this result by clicking on the Create Smart List from Current Result option:
Once clicked, a module will display where the name of this smart list can be specified:
The following success message will show up once the list has been created successfully:
View/Edit Smart List
To view and edit the newly created list, navigate to My Members >> Smart Lists
Bulk Actions
There is one bulk action to select from, Delete. This is useful is there are a lot of smart lists to delete at once.
Edit
The "Edit" button will allow the admin to edit the smart list name.
Export Email List
If the Export Member Data Add-On is active, Smart Lists can be exported into downloadable CSV files.
Delete
Manually delete the smart list. This deletes one smart list at a time.
Sort Filters
There are 4 filters to choose from:
- Created Date (Newest First)
- Created Date (Oldest First)
- List Name (A-Z)
- List Name (Z-A)
Keyword Search
If there are a lot of smart lists to sort through, the keyword search makes it easy to find a smart list quickly.
List Size
The number shown displays the amount of members that are in the list.
