Smartlists

Need to have a smart list feature where we can create a smart list based on the status of a subscription. The status should match the statuses on the subscription page. We should be able to create a SmartLess based on each status so we can see where each contact is.

When creating smart list in contacts tab, it is only visible to the user who has imported the contacts and not to all the users. So, if I have 20-30 smart list in my sub account, I have to manually give access to all the users in each smart list. So, there must be an option to give access to smart list of all users. Just a toggle, that when on will give access to users of all the smart list or the agency owner can just click on checkbox of which smart list to give access to.

GoHighLevel already supports Dynamic Tags in Workflows (example: the “Add Tag” action lets you choose Standard or Dynamic, and you can insert Custom Values). Smartlists filters should support the same thing. What we want Inside Smartlists Advanced Filters, when selecting a Tag condition (Tag is, Tag is not, Tag contains, etc.), add an option to use a Dynamic Tag value, such as: Tag = {{custom_ values.free _class_registration_tag}} Why this matters We run recurring events and campaigns where the tag name changes every time (example: new class date, new class name). If Smartlists can use Dynamic Tags, then: We build the Smartlist once We update the Custom Value for the next class The Smartlist automatically points to the new tag No rebuilding filters, no missed follow ups Example use case Smartlist: “Did Not Attend” Rules: • Tag is {{custom_ values.free _class_registration_tag}} AND • Tag is not {{custom_ values.free _class_attendee_tag}} When we update the custom values for the next class, the Smartlist updates automatically. Benefits • Saves time every week/month • Prevents mistakes from selecting the wrong tag • Makes Smartlists reusable templates • Keeps automations consistent across recurring launches Outcome • Tag filter field supports a Dynamic mode (same as Workflow step) • Dynamic field accepts Custom Values and merge fields • Smartlist updates immediately when the Custom Value changes • Works for Tag “is”, “is not”, and multi-tag selections

In Smartlists Advanced Filters, Nested filters can only be AND right now. That blocks a very common use case where we need: Tag = “New Year Free Class Registration” AND Nested: (UTM Source = ig) OR (UTM Source = fb) OR (UTM Source = meta) Today, the only way to do this is messy and time-consuming because we cannot build an OR set inside a nested group. Problem • Nested groups are locked to AND only • We cannot create a single grouped OR list like: ig OR fb OR meta • This forces duplicate filter blocks and increases mistakes Request Add the ability to set the logic for a nested group as AND or OR. How it should work Inside any nested group, include a toggle or selector: Group logic: [AND | OR] So a user can build: Tag = “New Year Free Class Registration” AND Group (OR): UTM Source = ig, fb, meta Outcome • Nested group supports OR logic • OR group supports multiple values (ig, fb, meta) • Works with existing AND/OR combinations above and below the group • UI clearly shows the group logic (example: “Group (OR)”) This would remove double work and make Smartlists behave like a real segment builder.

Right now, GoHighLevel Smartlists do not let us filter contacts using List Segment style logic (the way ActiveCampaign Segments work). What we need Please add Smartlist filtering based on List Membership / List Segments, so we can create Smartlists like: • Registered list AND NOT in Attendees list • Registered AND did not buy • In List A AND NOT in List B • In List A OR List B, then exclude List C • Combine list rules with tags, custom fields, dates, and other filters Real example We run live classes and need a Smartlist like: “Stocks Free Class Did Not Attend” Rule: • List Membership IS “Stocks Free Class Registration [Date]” AND • List Membership IS NOT “Stocks Free Class Attendees [Date]” This should update automatically so we can send follow ups to the correct people. Why this matters Without list segment logic inside Smartlists, we are forced into messy workarounds: • Extra tags everywhere • Duplicate workflows • Export and re-import lists • Manual list cleanup That creates mistakes and costs money because follow ups go to the wrong people or do not go out at all. Requested feature (how it should work) In Smartlists, add a filter type like List Membership / List Segments with options: • Is in list • Is not in list • Has any of (select multiple lists) • Has none of (select multiple lists) • Support nested AND / OR groups (segment builder style) Outcome • Smartlists can be built using list membership rules with AND/OR grouping • Can select multiple lists in one condition (not only one) • List results update dynamically as contacts join or leave lists • Works with existing filters (tags, custom fields, dates, etc.)

Right now, if I want to filter a smartlist or workflow by country, I can only select ONE country. I need to be able to filter by a group of countries, not just one, but there is no option for "is one of" or "is none of" for the country dropdown in either smartlists or workflows.

In the smartlists, we can only filter by Opportunity Age, Stage, Pipeline and Status. We need the ability to filter contacts by any default or custom field in the opportunity. Use case example: We have added a dropdown called "Product Type" in the opportunity. Now, we need to get all contacts who have opportunities with a certain product type.

You can filter Smartlists by Membership Products, but you can not filter by Membership in a Community. Seems like it would be really important to support mass communications to the Community via GHL. I'd like to send out announcements via email and/or text, and not rely on the Community messaging exclusively.

I use smartlists mainly to send newsletters and it would be very convenient for me to make the smartlists update automatically, thanks to an action in the workflows such that new contacts coming from certain forms are added to the smartlist

Right now, agencies and multi-location businesses using GHL are forced to recreate the same smart lists repeatedly across different users and sub-accounts, which creates massive inefficiency, inconsistent targeting, and hours of wasted manual work every time a new list criteria needs to be deployed. Adding smart list sharing capabilities would solve this by allowing agencies to build a smart list once in a parent account or master location and instantly push it to selected sub-accounts or specific users, ensuring every team member and client location works from the same audience definitions, segmentation logic, and qualification criteria without rebuilding from scratch. This is better than the current manual approach because shared smart lists eliminate human error in recreating complex filter combinations, ensure brand consistency in how leads are categorized across all locations, remove the bottleneck of having one admin build lists for every sub-account individually, and allow for instant updates across all shared instances when criteria needs to change rather than editing dozens of separate lists one by one. The integration would save time by enabling instant deployment of proven audience segments to new sub-accounts during onboarding, allowing franchise networks to roll out corporate-approved lead scoring models to all locations simultaneously, supporting multi-user teams to collaborate on list building without duplicating efforts, and providing version control that updates shared lists everywhere when the master is modified. This feature would dramatically reduce operational overhead for agencies managing hundreds of sub-accounts, would improve data integrity for franchise systems that need consistent lead qualification across locations, would accelerate new client setup by eliminating repetitive list configuration tasks, and would position GHL as the only CRM that truly understands scale, ultimately increasing platform stickiness while reducing support tickets from users struggling to manually replicate complex segmentation logic across their accounts.