Tip of the Week #88: How to Use Smart Lists & Advanced Filters in Gym Lead Machine

In this tip, we’ll walk through how to create Smart Lists using advanced filters so you can quickly organize and target your leads and members inside Gym Lead Machine.

With the latest UI update, filtering works the same way in both Contacts and Opportunities, making it easier than ever to segment your audience.

Where to Find Advanced Filters

You’ll see the Advanced Filters option in both:

  • Contacts
  • Opportunities (Pipelines)

The layout and functionality are nearly identical in both sections.

Filtering Your Contacts

Let’s start by building a Smart List for outreach.

Step 1: Open Advanced Filters

  • Go to Contacts
  • Click Advanced Filters

Step 2: Add Your First Filter

Example:

  • Set Email → is not empty

Step 3: Add a Nested Filter (AND Condition)

Nested filters mean all conditions inside the group must be true.

Example:

  • Email is not empty
  • AND Tag = Lead

This narrows your list to only leads who have an email address.


Step 4: Add Additional Conditions

You can keep refining your list. For example:

  • Add: DND (Do Not Disturb) → Disabled

This removes contacts who have unsubscribed from emails.

Understanding Nested Filters (AND vs OR)

This is key to building effective Smart Lists:

Nested Filters = AND

Everything inside the group must be true. For example:

  • Has email
  • AND is a lead
  • AND is subscribed

Separate Filter Groups = OR

When you add a new filter group, you're saying:

  • Match this group OR that group

Example: Leads OR Alumni

If you want a Smart List that includes both:

Group 1 (Leads):

  • Email is not empty
  • Tag = Lead
  • DND Disabled

OR

Group 2 (Alumni):

  • Email is not empty
  • Tag = Alumni
  • DND Disabled

This expands your list to include both types of contacts.

Filtering Opportunities (Pipeline View)

The same logic applies inside your Opportunities tab.

Default Filter

  • Status = Open

If this changes, you can reset it to show only active opportunities.

Customize Filters

You can apply similar filters as Contacts, with options specific to:

  • Pipeline stages
  • Opportunity status
  • Assigned users
  • And more

Quick Summary

  • Use nested filters (AND) to tighten your targeting
  • Use "Add Filter" (OR) to expand your reach across different contact types
  • Always double-check your contact count as you adjust filters
  • Save your Smart Lists for quick access later

Smart Lists are one of the most powerful ways to stay organized and make sure the right message reaches the right people at the right time.

If you need help setting up your filters or want ideas for segmentation, our team is always here to help!