SmartList
Dynamic, AI-powered member segmentation that turns natural language into precision-targeted lists — instantly.
Describe your members.
We'll find them.
Type a plain-English description and SmartList instantly builds a precise, multi-condition segment — no query builder required.
| Member | Activity | Group | Balance |
|---|---|---|---|
| Sarah Chen#10482 | Job Posting | Mentor | $120.00 |
| James Okafor#10391 | Job Posting | Mentor | $240.00 |
| Marie Tremblay#10287 | Job Posting | Mentor | $85.00 |
| David Park#10193 | Job Posting | Mentor | $360.00 |
| + 5 more members View all | |||
Stop searching.
Start discovering.
Bridge the gap between business questions and technical precision. SmartList translates your intent into instant, multi-condition segments — eliminating the need for complex logic builders or manual data queries.
Segment once.
Power everything.
Every SmartList segment is a live engine. The moment a member enters or exits a segment, seven action systems respond automatically.
SmartList
Listener Triggers
Instant workflow firing on segment entry/exit.
Website Targeting
Serve personalized content to visitors.
Eblast Sends
One-click targeting for live campaigns.
Listserv Services
Auto-sync discussion group access.
API Endpoints
Live REST endpoints for external systems.
Dashboards & Graphs
Real-time Power BI data integration.
Partner Ecosystem Sync
Push live segments to MailChimp, Zapier, and HubSpot automatically.
Everything you need to
segment with precision.
Three-Tier Intelligence
Schema fast-path for simple queries (instant), OpenAI for complex multi-block logic (2–3s), rule-based fallback for reliability. Always the fastest path available.
Visual Condition Builder
Full drag-and-drop condition editor for staff who prefer point-and-click. Every AI-generated segment is fully editable in the visual interface.
Multi-Block Segments
Combine Activity, Group, Invoice, Membership, Online Form, and custom field conditions into a single, precise segment with AND/OR matching logic.
Live Match Counts
Real-time member counts update as you build. Know exactly how many members match before you send a single email or trigger a single workflow.
Workflow Integration
SmartList segments power automated workflows — trigger actions when members enter or exit a segment, or use as a target for bulk communications.
Custom Form Fields
Segment on any field from any Online Form submission — closing dates, salary ranges, descriptions, designations — not just standard AMS fields.
14 block types. Every dimension of your data.
Each block type maps to a specific dimension of member data, combinable into a single segment.
From idea to segment in seconds.
Describe Your Members
Type a plain-English description in the natural language panel. No SQL, no query syntax — just say who you're looking for.
AI Builds the Segment
SmartList's three-tier engine parses your intent — using schema matching for simple queries, Azure OpenAI GPT-4o for complex ones.
Review, Refine & Act
The visual condition builder lets you tweak any condition. Then use the segment for email, automation, reporting, or export.
What associations actually ask for.
Renewal Campaign Targeting
Find lapsed members who haven't renewed in 60 days, have a balance owing, and last attended an event within 2 years.
Certification Eligibility
Target members who completed the prerequisite course, hold a specific designation, and haven't yet applied for certification.
Job Board Engagement
Identify members who posted a job listing in the last year and are in the employer group but haven't renewed their posting.
Mentoring Program Outreach
Find active members in the mentor group who haven't had any mentor activity in the past 6 months — time to re-engage.
Start segmenting smarter today.
SmartList v5 is live on all Association Server plans. No additional licensing. No setup fees.