Contact Lists help you organize and engage groups of contacts in Swivel. You can create lists manually, from filtered contacts, or directly from reports and opportunities.
Swivel supports two list types:
Dynamic Lists — automatically update based on filter criteria
Static Lists — fixed snapshots that only change when manually updated
🔍 Tip: New to Contact Lists? We recommend reviewing Understanding Contact Lists before creating your first list.
When to Use This
Use Contact Lists when you need to:
Send broadcast email or text campaigns
Organize event attendees
Build call-down or outreach lists
Create targeted marketing audiences
Track engagement progress
Save filtered groups of contacts for future use
Create a List from Contacts
You can create either a Dynamic or Static List directly from the Contacts Tab.
Steps
From the left-side navigation menu, click Contacts
Click the drop-down arrow by +Create List
Select New Dynamic List or New Static List
Complete the List slide-out form using Contact and/or Product Filters OR if it is a Static List, you can leave filters blank and add contacts manually
Click Save
📌 Note: If you click the +Create List button directly (without using the drop-down), Swivel automatically creates a Dynamic List.
Create Static List from Opportunities
You can quickly convert filtered Opportunities into a Static List for outreach or follow-up.
Steps
From the left-side navigation menu, click Opportunities
Apply any desired filters
Click the ⋮ three-dot action menu (next to the Filter button)
Select Convert to Static List
Enter the List Name
Click Save
📌 Note: Opportunity conversions currently create Static Lists only.
Create a List from Reports
Many Swivel Reports support converting filtered results into Contact Lists.
This is useful when you want to take action on a filtered dataset such as:
Product Holders
Upcoming Birthdays
Referral Groups
Managing Agent Comps
Steps
Open the desired report
Apply the desired filters
Click the ⋮ three-dot action menu
Select Convert to Dynamic List or Convert to Static List
Enter the List Name
Click Save
🔍 Tip: Swivel automatically carries over the active filters into the new list.
Report Conversion Options
Report Type | Dynamic List | Static List |
Sales Report | No | Yes |
Appointment Report | No | Yes |
Compensation Report | No | Yes |
Product Report | Yes | Yes |
Birthday Report | Yes | Yes |
Referrer Report | Yes | Yes |
📌 Note: Some reports only support Static Lists because their filters rely on report-specific criteria that cannot continuously refresh.
What Happens Next
After creating a Contact List, you can:
Send braodcast emails
Send broadcast text messages
Export contacts
Track outreach with dispositions
Create appointments
Create opportunities
Create products
Perform 1-to-1 outeach
Best Practices
Use descriptive list names
Choose names that clearly identify the audience or purpose.
Use Dynamic Lists for ongoing campaigns
Dynamic Lists work best for recurring outreach where contacts should automatically flow in and out based on criteria.
Use Static Lists for fixed outreach groups
Static Lists are best when you need a predictable audience that will not change before sending a campaign.
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