How do I create a dynamic list for my contacts?

Name your list and then select which contact group this list will be based on.

Use criteria to control exactly who receives the message by filtering with your HRIS/Payroll fields.

Examples:

In the first dropdown, select the HRIS field you want to filter by (e.g., Job Title).
Leave “is any of” selected if choosing one or more values.
In the final dropdown, select the specific values that match your audience.

👉 Example:
If you only want messages sent to Store Managers, select Job Title → is any of → Store Manager.

Check out the video below for a walkthrough(3 min)

Set criteria filters so your list automatically updates as employees join or leave your organization