New list
Pick properties to build a filter, review the summary (stack AND / OR), then save it as a Dynamic or Static list.
Your list preview appears here once you build a filter and save it.
Step 1 of 2
What kind of records is this list for?
Pick one. The filter fields on the next step match this object — the same records a Workflow would enrol.
Step 2 of 2
Status
Fields like Year group, Year of entry, Gender, First / preferred school. Pick a field, choose an operator, then a value.
Reference status and referee responses.
Answers captured on the application form questions.
Bursary and free-school-meals concession status.
Derived fields such as age and distance from school.
Achieved and predicted grades by subject.
Open Evening & Taster-day attendance, and which forms they've started.
Emails sent / opened and SMS sent to this enquiry.
Email and SMS marketing consent status.
Whether the contact is linked to an applicant, and that applicant's status.
Filter Summary
How should this list stay up to date?
Membership updates automatically as people match this filter — best for a live cohort you keep revisiting.
A frozen snapshot of today's 142 members — it won't change, best for a point-in-time set.