When you add a criterion in the Conditions stage, you first choose a Field from one of the field menus below, then an operator, then a value. The operators available depend on the field type (see Notes on operators below). This guide is the reference for every field menu — other List Builder guides point here rather than repeating the list.
The field picker is a searchable menu: type part of a field name to filter it, or scroll through the groups. Your account may show additional groups or fields that have been configured for it — the groups below are the standard set.
Profile Details
Filter on the core attributes of a contact. Fields include, for example: Title, First name, Last name, Known as, Suffix, Gender, Created on, Created by, Date of birth, Age, Birthday, Is Guest User, Category Type, Languages, Contact types, Circle and Staff member. The exact fields available depend on your account configuration.
Circle lets you filter by circle. Its values are grouped into Circles and Circle tags, and it offers include, exclude, is empty and is not empty. On Organisation lists, Circle appears under Organisation details. The field is available even when the Global circle is active.
Custom Fields
Filter on your own custom fields. The menu supports both your custom field sections and individual fields, so you can segment on any data you have configured for People or Organisations.
Tree Select fields appear here alongside your other custom fields. Their options are listed by full path — for example Queensland > Brisbane > West End — so you can filter on any tier of the hierarchy. Selecting a node matches only that node: filtering on Queensland will not return records saved against Queensland > Brisbane > West End. To capture a whole branch, select the parent and each child you want included.
Location Lookup
Filter on address attributes: Address Type, Is Primary Address, Street Name, Street Number, Locality / Suburb, Postcode, State, Target Area, Federal Electorates (and New Boundaries), LGAs, Metro Regions, State Electorates (and New Boundaries), and State Upper House Electorates. Location filtering uses geocoded addresses — only contacts with a geocoded address are evaluated. A contact with multiple addresses may match multiple location criteria.
Select Areas on Map
Filter contacts geographically by selecting areas from a predefined boundary layer — Federal Electorates (and New Boundaries), LGAs, Metro Regions, State Electorates (and New Boundaries) or State Upper House Electorates — on a map. The layers offered depend on your account. See Boundary selection on Maps.
Draw Area on Map
Filter contacts geographically by drawing your own circles or polygons on a map. See Boundary selection on Maps.
Organisation Connections
Filter contacts by their relationship to an organisation, including: Organisation, Primary Organisation, Organisation Name, Current Relationship, Position, Category Type, Industries, Regions, Start Date and End Date.
Email campaigns
Filter contacts by how they were targeted by, and how they interacted with, your email campaigns. The menu offers Campaign Name, Activity (Sent, Delivered, Open, Click, Blocked, Dropped, Bounce, Unsubscribe), Primary Recipient and Activity Date. The group also shows an Add defaults button, which adds the recommended starting criterion Primary Recipient is True. See Filtering lists by email campaign behaviour.
Existing Lists
Filter contacts by their membership in another live or fixed list, using include, exclude, is empty or is not empty. See Filtering lists using existing lists.
Forms, Surveys & Petitions
Build lists based on who has submitted your forms, surveys and petitions, and how they answered. The menu offers:
- Select Form — pick a form from those you can access; the list returns everyone who submitted it.
- Response Date — filter by when the form was submitted, using the standard date operators.
- Question Answered — pick a form, then a question on that form, then the answer to match. Select-type questions offer their available options; date questions use the plus/minus date filtering. Use this to segment by how people answered a specific question.
Posts
Build lists based on posts. The Posts fields are available on both People and Organisation lists. The menu offers:
- Created date — the date the post was created. Operators: is, is on or before, is on or after, is after, is before, is empty, is not empty.
- Created by — the user who created the post. Operators: include, exclude, is not empty.
- Interaction date — the date set on the post itself, which can be back-dated and differ from the created date.
- Tags — filter by the post's tags. Your account may use a different name for post tags (for example Topics), and the field follows that name. Operators: include, exclude, is empty, is not empty.
Any post custom fields you have configured also appear in this menu automatically, after the fields above, so you can segment on your own post data as well.
Events
Filter on event participation. The menu offers Event Name, RSVP Status, Event Tags and Event Date. Each is its own criterion — to build an invitee, attendee or non-response list, add Event Name and RSVP Status as two criteria in the same rule joined with And. The RSVP statuses offered are the ones your account uses; for the built-in statuses and how to add more, see Audience & bookings.
Stakeholder Leader
Filter on who is responsible for, or connected to, a contact: I am stakeholder leader, I have a relationship with, Linked to and Stakeholder leader is.
Goals
Filter on accreditation records (this group is labelled Goals in the List Builder even where your account calls the feature Accreditation): Goal name, Status, Autorenew, Current Period Only, Achieved, Start Date, End Date and Total Points. See Segmenting & reporting Accreditation with List Builder.
Contact restrictions
Filter on who currently has a contact restriction, on both People and Organisation lists. The menu offers two fields:
- Type — Permanent or Temporary. Operators: include, exclude, is empty, is not empty.
- Reason — the restriction reasons configured for your account (see Campaign periods & contact restrictions). Archived reasons are still listed so older restrictions can be matched.
Only restrictions that are active right now are matched: a temporary restriction stops matching once it expires, and a campaign-period restriction only matches while that campaign period is running. Use Type is not empty for everyone with any current restriction, or Type is empty to exclude them from a contact list. Note that mail merges and campaign sends already leave restricted contacts out automatically; this filter is for reporting on them or building a list of them.
Subscriptions
Filter on membership and recurring payment details, including: Payment Method, Status, Plan, Subscription, Interval, Credit Card Expiry, Paid To, Last Paid, Next Attempt, Failed Attempts, Auto Renewal, Category, Subscription Arrears, Organisation billed subscription and Subscription billing organisation (see Billing a person's subscription to an organisation). Like Email campaigns, this group shows an Add defaults button that adds a recommended starting criterion.
Receipts
Filter on payment records. The menu offers: Payment Method, Status, Total Amount, Created On, Effective Date, Description, Line Item Amount, Line Item Comment, Line Item Subscription Category, Line Item Type, Receipt ID, Reconciled Status, Is adjustment and Direction.
Direction filters on whether a receipt is Inbound or Outbound. Use it with include or exclude to build a list of people who have a receipt in one direction only, and combine it with the other Receipts conditions in the same rule to narrow further — for example everyone with an inbound receipt above a given amount in a date range.
Invoices
Filter on invoices raised against a contact, so you can build a list of people or organisations who have an invoice matching the criteria you set. The menu offers four fields:
- Status — the invoice status. Use include or exclude with any of Approved, Deleted, Draft, Paid, Partially Paid, Pending Approval and Voided.
- Amount Due — the outstanding balance on the invoice, using the standard numeric operators, so you can match invoices due above, below or within a given amount.
- Date — the date the invoice was issued, using the standard date operators.
- Due Date — the date the invoice falls due, using the standard date operators. Use it to find contacts with upcoming due dates.
Invoice conditions placed in the same rule are evaluated against a single invoice: the contact matches only where one invoice satisfies every invoice condition in that rule. For example Status include Approved together with Amount Due greater than 500 in one rule returns contacts who have a single approved invoice with more than $500 outstanding — not contacts who have an approved invoice and, separately, a different invoice over $500. To match conditions across different invoices, put them in separate rules.
Calls, Visits
Build lists from your contacts' call and visit history. The menu offers:
- Contact Date — when the contact took place.
- Contact Type — whether it was a call or a visit.
- Contact Outcome — the recorded result (for example answered, left voicemail, successful or unsuccessful).
- Contacted Successfully — true or false, whether contact was made successfully.
- Contacted By — the user who made the call or visit.
- Circle — the circle the call or visit belongs to.
Combine these to segment people by the interactions they have had with you — for example everyone successfully contacted by a particular user within a date range.
Notes on operators
The operators shown adapt to the field you select:
- Free-text fields (for example First name, Last name, Known as, Organisation Name): is, contains, does not contain, contains the phrase, does not contain the phrase, exactly matches, is empty, is not empty. See Searching text: contains and phrases below.
- List and select fields (for example Category Type, Status, Languages, Activity, Existing Lists): include, exclude, is empty, is not empty.
- Tree Select fields: include, exclude, is empty, is not empty. Matching is on the exact option selected, not on its descendants.
- True/false fields (e.g. Primary Recipient, Contacted Successfully): is with True or False.
- Numeric fields (e.g. Age, Total Amount, Failed Attempts): is, less than or equal, greater than or equal, greater than, less than, is empty.
- Date fields (e.g. Created on, Paid To, Effective Date): date comparison operators (for example is before / is after / is on) plus is empty.
Wherever is empty is available, is not empty is offered alongside it — use it to build a list of records that have any value in a field.
Record count: how many matching records
For fields that describe records a person can have several of, a rule can also test how many of those records meet its conditions. When every criterion in a rule comes from one of these groups, a Record count (optional) panel appears beneath the rule's criteria: Subscriptions, Location Lookup (addresses), Receipts, Invoices, Calls, Visits, Email campaigns, Events and Posts.
The panel reads Only include people with, then an operator, a number and records that meet the conditions above. The operators are At least (the default, set to 1), Exactly, At most, Between and None. Each record is counted once, even if it meets more than one condition in the rule, and the rule's heading shows a summary chip such as At least 1 subscription.
Use it to ask questions like everyone who has attended an event at least five times in the last twelve months, everyone with exactly two subscriptions (a quick way to spot duplicates), or everyone with no receipt in a date range (None). The panel only appears while the rule's criteria all come from the same group; mix in a field from another group and the count is not applied. The default of At least 1 matches how rules have always worked, so existing lists are unaffected.
Searching text: contains and phrases
contains and does not contain test every word you type. Searching First name for North West returns only records holding both words, in any order and anywhere in the field. To match either word on its own, add a second criterion and join the two with Or.
contains the phrase and does not contain the phrase require the words together and in the order you type them. Type the phrase plainly — you do not need quotation marks or wildcard characters around it.
This behaviour changed in the October 2026 deploy. contains and does not contain previously matched records holding any of the words you typed, which rarely gave the result people expected. Saved lists built before that deploy can therefore return different numbers now, without anyone having edited them — a list using contains may return fewer records than it used to, and one using does not contain may return more, because it now excludes only the records holding every word. Open the Results stage to check the count on any list that relies on a text search.