> ## Documentation Index
> Fetch the complete documentation index at: https://help.fanaura.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Fan Lists & Segments

> Organize your fans into targeted lists for blasts, flows, and precision marketing. Learn how to create, manage, and use fan lists effectively.

Fan lists are how you turn a large, undifferentiated fan database into precise, actionable groups of people. Instead of blasting every fan with the same message, lists let you send the right message to the right people at the right time.

A list is simply a named group of fans. It can be as broad as "All Email Subscribers" or as narrow as "Platinum fans in Chicago who bought merch in the last 90 days." The power is in the precision.

***

## Accessing Fan Lists

<Steps>
  <Step title="Open the Fans section">
    Click **Fans** in the left sidebar.
  </Step>

  <Step title="Switch to the Lists tab">
    Click the **Lists** tab at the top of the Fans page. You will see all of your lists displayed as cards or rows, showing the list name, member count, type (Manual or Dynamic), and when it was last updated.
  </Step>
</Steps>

***

## Types of Lists

<Tabs>
  <Tab title="Manual Lists">
    Manual lists have a fixed membership. Fans are added or removed by you (or by a flow action). The membership does not change unless you explicitly change it.

    **Best for:**

    * One-time campaign groups (e.g., "VIP Guest List -- Nashville 3/15")
    * Fans you personally hand-picked
    * Groups built from heatmap selections
  </Tab>

  <Tab title="Dynamic Lists">
    Dynamic lists automatically update based on filter criteria you define. When a new fan matches the criteria, they are added. When an existing fan no longer matches, they are removed.

    **Best for:**

    * Ongoing segments (e.g., "Gold+ VIP fans," "Fans in Texas," "Email subscribers added in the last 30 days")
    * Any group where you want membership to stay current without manual effort
  </Tab>
</Tabs>

<Tip>If you are not sure which type to use, go with Dynamic. It is less maintenance and ensures your list is always accurate.</Tip>

***

## Creating a New List

<Steps>
  <Step title="Click New List">
    Click the **New List** button on the Lists page.
  </Step>

  <Step title="Fill in the details">
    | Field           | Description                                                             |
    | --------------- | ----------------------------------------------------------------------- |
    | **Name**        | A clear, descriptive name (e.g., "LA Superfans" or "Merch Buyers 2026") |
    | **Description** | Optional notes about what this list is for and how you plan to use it   |
    | **Type**        | Manual or Dynamic                                                       |
  </Step>

  <Step title="Configure filter rules (Dynamic only)">
    If you chose Dynamic, configure your filter rules to define list membership. See the filtering section below for all available criteria.
  </Step>

  <Step title="Create the list">
    Click **Create List**. If Manual, the list starts empty and you will add fans afterward.
  </Step>
</Steps>

***

## Dynamic Filtering Rules

When creating or editing a Dynamic list, you build filter rules that define membership. Think of each rule as a condition: "Include fans where \[field] \[operator] \[value]."

### Available Filter Criteria

<Tabs>
  <Tab title="By Location">
    | Filter             | Options          |
    | ------------------ | ---------------- |
    | **Country**        | Select from list |
    | **State / Region** | Select from list |
    | **City**           | Type to search   |

    **Example use case:** Create a "Texas Fans" list that automatically includes every fan located in Texas. When a new fan signs up from Houston, they are added automatically.
  </Tab>

  <Tab title="By Engagement">
    **Engagement Metrics:**

    | Filter               | Options                                         |
    | -------------------- | ----------------------------------------------- |
    | **Engagement Score** | Greater than, less than, between, equals        |
    | **VIP Tier**         | Is Bronze, Silver, Gold, Platinum, or Diamond   |
    | **Total Tokens**     | Greater than, less than, between                |
    | **Last Active**      | Within last X days, before X date, after X date |

    **Activity Type:**

    | Filter                  | Options                                 |
    | ----------------------- | --------------------------------------- |
    | **Has Pre-Saved**       | Yes / No (optionally: specific release) |
    | **Has RSVP'd**          | Yes / No (optionally: specific event)   |
    | **Has Purchased Merch** | Yes / No (optionally: specific product) |
    | **Email Opens**         | Greater than X in last Y days           |
    | **Email Clicks**        | Greater than X in last Y days           |
    | **SMS Replies**         | Greater than X in last Y days           |
    | **Smart Link Clicks**   | Greater than X in last Y days           |
    | **Enrolled in Flow**    | Yes / No (optionally: specific flow)    |

    **Example use case:** Create a "Superfans" list with Engagement Score greater than 80 AND VIP Tier is Platinum or Diamond.
  </Tab>

  <Tab title="By Source">
    **Source & Channel:**

    | Filter               | Options                                                |
    | -------------------- | ------------------------------------------------------ |
    | **Source**           | SMS, Email, Instagram, Pre-Save, RSVP, Shopify, Manual |
    | **SMS Opt-In**       | True / False                                           |
    | **Email Opt-In**     | True / False                                           |
    | **Has Phone Number** | True / False                                           |
    | **Has Email**        | True / False                                           |
    | **Has Instagram**    | True / False                                           |

    **Example use case:** Create an "SMS Reachable" list that includes fans where SMS Opt-In is True AND Has Phone Number is True.
  </Tab>

  <Tab title="By Purchases">
    **Purchase History:**

    | Filter                  | Options                                         |
    | ----------------------- | ----------------------------------------------- |
    | **Total Spend**         | Greater than, less than, between                |
    | **Number of Purchases** | Greater than, less than, between                |
    | **Last Purchase Date**  | Within last X days, before X date, after X date |

    **Custom Fields:**

    | Filter               | Options                                                                                                            |
    | -------------------- | ------------------------------------------------------------------------------------------------------------------ |
    | **Any custom field** | Depends on field type (text: contains/equals, number: greater/less/between, date: before/after, select: is/is not) |

    **Example use case:** Create a "Big Spenders" list with Total Spend greater than \$100 AND Number of Purchases greater than 2.
  </Tab>
</Tabs>

### Combining Rules

Rules are combined with AND or OR logic:

* **AND (all must match):** Fan must meet every rule to be included. Example: VIP Tier is Gold AND Location is Nashville AND Has Purchased Merch is Yes.
* **OR (any can match):** Fan only needs to meet one rule. Example: Source is Pre-Save OR Source is RSVP.

You can mix AND and OR by grouping rules. Click **Add Group** to create a nested set of conditions.

***

## Notification Lists

Fanaura automatically creates five special lists for every artist. These are used for fan preference management — letting fans choose what kind of updates they want to receive.

| List Name            | Purpose                                                                      |
| -------------------- | ---------------------------------------------------------------------------- |
| **New Music**        | Fans who want to hear about new releases, singles, albums, and music videos. |
| **Merch Drops**      | Fans who want to know about new merchandise, restocks, and limited editions. |
| **Tours & Events**   | Fans who want tour date announcements, show reminders, and event info.       |
| **Exclusive Access** | Fans who want early access, behind-the-scenes content, and insider updates.  |
| **SMS Alerts**       | Fans who want to receive text message updates (requires SMS opt-in).         |

### How Fans Join Notification Lists

Fans can select their notification preferences:

* On smart link landing pages (checkbox options)
* In their fan portal (if enabled)
* During flow enrollment (preference collection step)

### Using Notification Lists in Blasts

When sending a blast, you can target a notification list to ensure you are only reaching fans who explicitly asked for that type of content.

<Note>Always use notification lists for your blasts. Fans who chose to hear about new music do not necessarily want to hear about merch, and vice versa. Respecting preferences builds trust and keeps engagement high.</Note>

***

## Using Lists Throughout Fanaura

Lists are not just for organizing — they power targeting across the platform.

<Tabs>
  <Tab title="In Blasts">
    When creating a blast, you select one or more lists as your audience. The blast is sent only to fans on those lists.

    <Steps>
      <Step title="Create a new blast">
        Go to **Blasts** → **New Blast**.
      </Step>

      <Step title="Select your audience">
        Under **Audience**, select your target list(s).
      </Step>

      <Step title="Optionally exclude a list">
        Exclude a list (e.g., send to "All Subscribers" but exclude "Already Purchased").
      </Step>

      <Step title="Compose and send">
        Write your message and send.
      </Step>
    </Steps>
  </Tab>

  <Tab title="In Flows">
    Lists interact with flows in two ways:

    **As triggers:**
    "When a fan is added to \[list name]" can trigger a flow. This is useful for onboarding flows — add a fan to the "New Music" list, and they automatically enter a welcome sequence.

    **As actions:**
    A flow step can add or remove a fan from a list. Example: A fan completes a pre-save flow, and the last step adds them to the "Pre-Savers" list for future targeting.
  </Tab>

  <Tab title="In Conditions">
    Use list membership as a condition in your flows:

    * "Is the fan on the 'Merch Buyers' list?" → Yes: Send merch discount. No: Send merch awareness email.

    You can also filter the Heatmap by list to see the geographic distribution of a specific segment.
  </Tab>
</Tabs>

***

## List Detail Page

Click any list name to open the detail page. Here is what you will find:

### Member Table

A paginated table of every fan on the list, with the same columns and functionality as the main Fan Directory (search, sort, filter, bulk actions).

### List Stats

Key metrics about the list:

| Stat                         | Description                                          |
| ---------------------------- | ---------------------------------------------------- |
| **Total Members**            | Number of fans currently on the list                 |
| **VIP Breakdown**            | Bar chart showing how many fans are at each tier     |
| **Average Engagement Score** | The mean engagement score for fans on this list      |
| **Email Opt-In Rate**        | Percentage of list members who are opted in to email |
| **SMS Opt-In Rate**          | Percentage of list members who are opted in to SMS   |
| **Growth**                   | How many fans were added/removed in the last 30 days |
| **Top Cities**               | The five cities with the most fans on this list      |

### List Activity

A feed of recent events for this list:

* Fans added (and how — manually, via flow, or dynamic filter match)
* Fans removed
* Blasts sent to this list
* Flows triggered by this list

***

## Managing Lists

<Tabs>
  <Tab title="Adding Fans">
    **From the list detail page:**

    1. Click **Add Fans**.
    2. Search for fans by name, email, or phone.
    3. Select fans and click **Add**.

    **From the Fan Directory:**

    1. Select one or more fans using the checkboxes.
    2. Click **Add to List** in the action bar.
    3. Choose the target list and confirm.

    **From a Heatmap cluster:**

    1. Click a city on the heatmap.
    2. Click **Save as List** to create a new list, or add to an existing one.
  </Tab>

  <Tab title="Removing Fans">
    **From the list detail page:**

    1. Select fans using the checkboxes.
    2. Click **Remove from List** in the action bar.

    **From a fan's profile:**

    1. Go to the fan's profile.
    2. Click the **Lists** tab.
    3. Click the X next to the list you want to remove them from.
  </Tab>

  <Tab title="Editing & Deleting">
    **Editing a list:**

    1. Open the list detail page.
    2. Click **Edit** (pencil icon).
    3. Update the name, description, or filter rules.
    4. Click **Save**.

    For Dynamic lists, changing the filter rules will immediately recalculate membership. Fans who no longer match will be removed, and new matches will be added.

    **Deleting a list:**

    1. Open the list detail page.
    2. Click **Delete** (trash icon).
    3. Confirm the deletion.

    <Warning>Deleting a list does NOT delete the fans on it — it only removes the grouping. However, if you have flows or blasts that reference a deleted list, those automations may break. Check your flows before deleting a list.</Warning>
  </Tab>
</Tabs>

***

## Tips & Best Practices

<AccordionGroup>
  <Accordion title="Name lists clearly">
    Use descriptive names that tell you what the list is and when it was made. "Gold+ Fans -- Tour Targeting" is much more useful than "List 3."
  </Accordion>

  <Accordion title="Use Dynamic lists for evergreen segments">
    Anything that should stay current (like "Active fans in the last 30 days") should be a Dynamic list.
  </Accordion>

  <Accordion title="Use Manual lists for one-time campaigns">
    If you are hand-picking 200 fans for a VIP event, a Manual list is the right choice.
  </Accordion>

  <Accordion title="Layer lists in blasts">
    Target one list and exclude another. Example: "Merch Drop fans" MINUS "Already Purchased This Drop."
  </Accordion>

  <Accordion title="Audit your lists quarterly">
    As your fan base grows, old lists can become stale. Review them, update filter rules, and delete lists you no longer need.
  </Accordion>

  <Accordion title="Respect notification preferences">
    If a fan signed up for "New Music" only, do not blast them about merch. Use notification lists to honor their choices.
  </Accordion>
</AccordionGroup>

***

## What's Next

<CardGroup cols={2}>
  <Card title="Fan Directory" icon="address-book" href="/fans/directory">
    Browse and manage your full fan table.
  </Card>

  <Card title="Heatmaps" icon="map" href="/fans/heatmaps">
    Create geographic lists from the map.
  </Card>

  <Card title="Blasts" icon="paper-plane" href="/blasts/">
    Send messages to your lists.
  </Card>

  <Card title="Flow Builder" icon="diagram-project" href="/flow-builder/">
    Automate actions based on list membership.
  </Card>
</CardGroup>