fbpx
Higher Education Marketing Logo - Student Portal
Blog
Contact
Careers
search icon
FR

Explore how HEM can help

Video preview

1. Accessing the Lists Area

Lists are managed from the Lists section in the main navigation.

  1. Log in to HEM-SP as a staff administrator.
  2. From the main navigation menu, select Lists.
  3. Review the lists table to locate an existing list or create a new list.
Accessing the Lists Area
Understanding List Types (Static vs Dynamic)
Understanding List Types (Static vs Dynamic)

2. Understanding List Types (Static vs Dynamic)

Before creating a list, confirm the correct type based on your use case.

  1. Static List: Members are added and removed manually. Use this type for controlled, fixed membership lists.
  2. Dynamic List: Members are added automatically based on selected criteria. Use this type for continuously updated segments (for example, based on status or attributes).

3. Creating a Static List

Static lists are used when membership should be controlled manually.

  1. In the Lists area, select the option to create a new list (for example, Add New).
  2. Choose Static List.
  3. Enter the list Name and any required details (description, visibility, and other settings if available).
  4. Save the list.
  5. Open the list and add members manually using the available Add / Select Contacts options.
  6. Another way to add a contact to a list manually: Open a contact profile, then click on Actions.
  7. Under Actions, click on “Student’s List”
  8. Select one or multiple lists and click update.
Creating a Static List
Creating a Static List
Creating a Static List
Creating a Static List
Creating a Dynamic List

4. Creating a Dynamic List

Dynamic lists use criteria to automatically include contacts who match the selected rules.

  1. In the Lists area, select the option to create a new list (for example, Add New).
  2. Choose Dynamic List.
  3. Enter the list Name and any required details.
  4. Define the filter criteria that determines list membership (for example, status, tags, date ranges, or other available attributes).
  5. Save the list. The system will automatically populate members based on the criteria.
  6. Review the list members and adjust criteria as needed.

5. Managing Existing Lists (Actions Menu)

Lists can be managed through the Actions menu in the list table or within the list record.

  1. Locate the list in the Lists table.
  2. Open the Actions menu for the list.
  3. Select the required option, such as View, Edit, Duplicate, or Delete.
Managing Existing Lists (Actions Menu)

Frequently Asked Questions.

We’ve Built The Entire Service Stack With Your Growth In Focus

Get Started With Your Student Portal Demo

Fill out this form to learn more on how HEM can help you achieve your recruitment goals!

See the Action

  • Discover ways to enhance your
    current admission response process
  • Ask about customizations,
    integrations, and additional features

Trusted By

  • Bing Ads Accredited Professional
  • HubSpot Certified Partner
  • Meta Partner