Creating member lists in 360Alumni

Use Static Lists and Smart Lists to organize people in your alumni directory for event or group invitations, exports, and—if you are an admin—Email Marketing. Find your lists under Connect > My Lists.

Choose the right list type

Static Lists

Static Lists are managed manually. Add or remove members whenever you need to create a fixed group of people.

You can add members to a Static List:

• From the alumni directory by selecting one or more members
• From the map by selecting an individual pin
• From the list itself by selecting Manage > Add Members

Use a Static List when membership should not change automatically, such as a hand-picked event invitation list.

Smart Lists

Smart Lists update automatically based on the filters you save. When someone joins the community or updates their profile, they are added to or removed from the list when they match or no longer match the criteria.

Use a Smart List when you want an always-current segment of your alumni database, such as members in a particular location, class year, industry, or chapter.

Create a Static List

1. Go to Connect > My Lists.
2. Create a new list and enter a name.
3. Open the list and add members manually, or add members from Directory & Map.
4. Use the list when inviting members to Events or Groups, or when exporting member data. Admins can also use lists in Email Marketing.

Create a Smart List from My Lists

1. Go to Connect > My Lists.
2. Create a new list.
3. Under Create Smart List Instead?, select Create.
4. Name your list.
5. Click on the name of the list to open the list, or select the three-dot menu next to it and choose View List.
6. You will initially see an unfiltered view of the full alumni directory. Add filters until the results include the members you want.
7. Open the three-dot menu in the filters area at the top right, then select Save Changes.

Your Smart List will continue to update as matching members are added to 360Alumni or update their profiles.

Create a list from Directory & Map

You can also start from Directory & Map as you are building filters.

1. From the Directory select the individual record, then click the more options menu (⋮) to create a static list or add to an existing static list.  
2. Click individual pins on the Map to add them to a static list.
3. To create a smart list, from your filters click the more options menu (⋮) and select "Create Smart List". 

How bulk updates affect Smart Lists

If an admin has recently imported profile data, it can take several hours for Smart Lists to reflect those changes while directory indexes update.

Related articles

• Using the alumni directory & map
• Sending an email campaign in 360Alumni
• Creating & managing events in 360Alumni
• Exporting profile data from 360Alumni