Associated records in contact smart lists - filter, segment and view

You can now see Custom Object and Company records linked to each contact directly in EveryCatch Smart Lists, and use those connections to create more targeted segments. Group contacts by specific pets or companies, combine those association conditions with other contact filters, and save the audience for focused follow-up.

What changed

• Columns for each relationship: Add separate columns for each association label, including different relationship types to the same object.
• Linked-record chips: View associated records at a glance as chips in the list, and open any linked record by clicking its chip. A +N indicator appears when more records are linked than fit in the column.
• Association filters: Filter contacts linked to selected records using Contains any or Does not contain any, or check for missing or existing relationships using Is empty and Is not empty.
• Audiences built around relationships: Save Smart Lists based on linked pets, companies, or other custom records, alongside your usual contact-based criteria.
• Primary Company clarity: The Company name column is now labeled Primary Company and shows a chip for the primary linked company.

In this example, association columns for Additional Company, Policy, Owned Pet, and Car are shown next to Primary Company so you can compare relationships side by side.

Why this matters

EveryCatch now lets you turn associated records into precise audiences for relevant follow-up. For example:

• Pet-specific follow-up: A veterinary team can group contacts linked to selected pets, such as Mango or Jasper, and send communication that refers directly to those pets.
• Company-focused outreach: An account team can group contacts linked to selected companies, such as McKinsey or EY, under the relevant association label for account-based campaigns.
• Relationship gaps: Filter for contacts without an Owned Pet or Additional Company association, then review and complete missing links in your data.

Here, contacts are filtered to only those linked to the pets Mango or Jasper so outreach can focus on those specific animals.

How to use

1. In Labs, enable Association Columns and Filters for Contacts to turn this feature on for your account.
2. Go to Contacts > Smart Lists.
3. Click the column count above the list to open Manage fields, select the labels you want under Associations, then click Apply to add them as columns.

1. Click Filters, search for "Associated", and choose the association field you want to filter by.

1. Choose Contains any, Does not contain any, Is not empty, or Is empty, and select the linked records when the condition requires it.
2. Apply the filters and save the criteria as a Smart List so you can reuse this relationship-based audience whenever you need it.

Pro tips

• Choose the right label: Different labels can describe different relationship types to the same object, so pick the one that matches the use case you are targeting.
• Find missing relationships: Use Is empty on a specific association label to find contacts where that relationship still needs to be added.
• Use familiar names: Association headings use your configured object names, so the labels in Smart Lists match what you see elsewhere in EveryCatch.