Associated Records in Contact Smart Lists - Filter, Segment and View
See the Custom Object and Company records linked to each Contact directly in Smart Lists, and use those relationships to build segments. Group Contacts by selected pets or Companies, combine association criteria with ot…
See the Custom Object and Company records linked to each Contact directly in Smart Lists, and use those relationships to build segments. Group Contacts by selected pets or Companies, combine association criteria with other Contact filters, and save the audience for focused follow-up.
What’s New?- Columns for each relationship: Add a separate column for each association label, including different relationships to the same object.
- Linked-record chips: See associated records at a glance and open a record from its chip. A +N indicator shows when more records are linked.
- Association filters: Find Contacts linked to selected records with Contains any or Does not contain any, or check for missing and existing relationships with Is empty and Is not empty.
- Audiences built around relationships: Save Smart Lists based on linked pets, Companies, or other records, alongside your existing Contact criteria.
- Primary Company clarity: The Company name column is now Primary Company, with a chip for the linked Company.
Association columns for Additional Company, Policy, Owned Pet and Car, next to Primary Company.
Why This MattersTurn associated records into useful audiences for relevant follow-up. For example:
- Pet-specific follow-up: A veterinary team can group Contacts linked to selected pets, such as Mango or Jasper, for communication about those pets.
- Company-focused outreach: An account team can group Contacts linked to selected Companies, such as McKinsey or EY, under the relevant relationship label.
- Relationship gaps: Find Contacts without an Owned Pet or Additional Company association to review and complete missing links.
Contacts filtered to those linked to the pets Mango or Jasper.
How to Use- Enable Association Columns and Filters for Contacts in Labs.
- Go to Contacts > Smart Lists.
- Click the columns count above the list to open Manage fields, select labels under Associations, and click Apply.
- Click Filters, search for "Associated", and choose the association field.
- Choose Contains any, Does not contain any, Is not empty, or Is empty, and select the linked records when required.
- Apply the filters and save the criteria as a Smart List to reuse them.
- Choose the right label: Different labels can describe different relationships to the same object.
- Find missing relationships: Use Is empty for the association label you want to check.
- Use familiar names: Association headings reflect your configured object names.