User guides
List builder

List builder

Filter people, organisations or roles on any criteria and save a live or fixed list. Lists feed email, text messages, call lists, invitations and reporting.

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Academy lessons

PT1M15S

23-05 Export lists to Meta Custom Audience

Ready to turn your perfect SwiftFox List into targeted ads on Meta? In this lesson, we show you how to export your List directly to a Meta Custom Audience in just a few clicks. Connect your ad account, name your audience, and let SwiftFox do the rest.
PT1M37S

23-04 Use your lists

Put your SwiftFox lists to work! In this episode, we explore how to use lists across Emails, Calls, Texts, and Events — from exporting CSVs and running bulk updates to powering call campaigns and sending SMS in seconds. Learn how fixed and live lists help you target the right contacts with the right action at the right time.
PT2M26S

023-03 Bulk updating custom fields

Learn how to efficiently update multiple records in one go. This ensures your data stays organised and up-to-date, saving you time and effort!
PT1M36S

023-02 Live vs Fixed List

Learnthe fascinating world of lists within SwiftFox! You’ll discover the essential differences between Live Lists and Fixed Lists, and learn how each type can enhance your data management and streamline your processes.
PT5M10S

023-01 Mastering List Builder

Discover the art of list-building with SwiftFox! Learn how to create, manage, and utilise your contact lists effectively, turning your data into a powerful tool for engaging communication.

General

List builder

List Builder — Overview

Segment contacts with rule‑based lists to power emails, texts, calls, CSV exports and document mail merges.
Checked 
June 28, 2026
List builder

List Builder — Frequently asked questions

Create, edit and manage live or fixed lists, clone, bulk‑update, generate documents and more.
Checked 
June 28, 2026

Workflows

List builder

List actions in List Builder

Manage list builder actions: save, export, email, bulk documents, and update fields.
Checked 
September 29, 2026
List builder

Creating and managing list folders

Create, organise and manage list folders, including nesting and permissions
Checked 
September 22, 2026
List builder

List Builder field menus and operators

Build precise contact, event and transaction lists with advanced field menus and operators.
Checked 
August 19, 2026
List builder

Roles lists (one row per relationship)

Create and filter Roles lists to view each contact’s relationships and export data.
Checked 
July 23, 2026
List builder

Reviewing results and choosing columns for export

Review results and select columns to customise CSV exports.
Checked 
July 22, 2026

Limitations & best practice

List builder

List Builder — Limitations & best practice

Manage List Builder limits and best practices for accurate data hygiene and exports
Checked 
June 28, 2026