How Do I Create Campaign Lists in BigContacts CRM?

When you need to send an email campaign to a specific group of contacts, Campaign Lists let you build that audience automatically by applying filter conditions — no manual contact selection needed. Once saved, your lists are available from the Campaign Lists overview screen, ready to use whenever you set up a campaign.

What Is Campaign Lists?

Campaign Lists is a contact segmentation tool inside BigContacts CRM that lets you define filter conditions and automatically pull together all contacts who match. You access it from the CRM's campaign management area, where you can create, manage, and reuse lists across multiple campaigns. Each list can be set as Dynamic — updating automatically as contacts change — or Static, locking the audience at the time of creation.

Why Use It?

Manual contact selection doesn't scale — and it introduces errors. Campaign Lists ensure your audience is always built on real, consistent criteria. Here's when it makes a real difference:

You're setting up a campaign for a specific segment. Define the conditions once, and the system assembles the right contacts instantly.
Your audience changes frequently. Use a dynamic list and the system keeps it current — no manual updates needed.
You need a locked audience for a one-time send. Create a Static list to freeze the contact set at a point in time so it doesn't shift between campaign drafts.

Example Use Cases

A sales rep creates a dynamic list filtering for US-based enterprise prospects, so every new lead that meets those criteria is automatically included in their outreach campaign.
A marketing manager creates a static list of existing business customers before a product launch to ensure the send list doesn't change during approval cycles.
A customer success team filters contacts by lead status to build a re-engagement list targeting contacts who haven't responded to recent campaigns.

How to Create a Campaign List

Step 1: Navigate to the Campaign Lists section inside BigContacts CRM.

Step 2: Click Create from Scratch to build a custom list, or select a Predefined Template (such as New Leads, Business Customer, or US Based Contacts) to start with ready-made filters.

Step 3: In the pop-up window, enter a List Name to identify your campaign list.

Step 4: Select a List Type — choose Dynamic if you want the list to update automatically, or Static if the list should stay fixed after creation.

Tip: Hover over each list type to read the tooltip — it explains exactly how the list will behave before you commit.

Step 5: Click Next to proceed to the filter-building screen.

Step 6: Click Add Filter to open the filter configuration panel.

Step 7: Select a contact field to filter by — available fields include Annual Revenue, Assigned To, City, Email Opt Out, Lead Type, Lead Source, Sales Stage, Tag, Time zone, Contact Property, Company Property, Custom Fields, and more.

Step 8: Choose a condition for that field — options include Is, Isn't, Is Blank, Contains, and Doesn't Contain (available conditions vary by field), then enter the value to match.

Note: Contact Property, Company Property, and Custom Fields each have subcategories — select the parent field first, then choose the specific subcategory that applies.

Step 9: To add more conditions, click Add Filter again and choose AND (contact must meet all conditions) or OR (contact can meet any condition) to combine them.

Note: You can apply up to 5 filter conditions in a single campaign list.

Step 10: Click Show List to retrieve all contacts that match your defined conditions.

Step 11: Review the matching contacts and the Total Contacts count at the top of the table — if the results look right, click Save List.

Tip: You can hover over the list name at the top-left to rename it before saving. The list type chip (Static or Dynamic) is shown beside the name for quick reference.

Your saved campaign lists are stored in the Campaign Lists overview table and remain available for future campaigns, bulk actions, or further editing at any time. If your list is showing fewer contacts than expected, check your filter logic — AND conditions are more restrictive than OR conditions, and a mismatch between your value and the contact data (such as country spelling or capitalization) can exclude contacts that should match.

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