Lists help you to drill down into different groups of supporters, specific contacts, and payments, allowing you to manage multiple contacts at once. A list is equivalent to a powerful Excel spreadsheet that's designed specifically for you.
A list differs to a query in that the results are static. A query can be used to generate a list from the results, see Query Tool- Viewing Results but if more contacts meet the query criteria in the future they will not automatically be added to the list created earlier.
Lists also enable you to make changes to multiple contacts at once. These are called bulk actions. Popular bulk actions include:
- Print to Labels
- Update Contact Histories
- Insert or Remove Attributes
- Update Account/Mail Status
You can view your current lists from the Contacts tab by selecting My Lists
Some lists will be created automatically and appear under the My Lists tab.
Each email, PDF, Excel, and label campaign action will create a recipient list for the population and these should not be deleted. These will all have a list type of Email List. Email actions will also create a list of invalid emails for any of the population that was unable to attempt delivery, this list should be checked to edit or remove the email from further communications and will be saved as No Type.
Event actions will create a respondent list for all contacts who have purchased a ticket or RSVP'd to the event, creating a list for the event population. These will have a list type of Campaign List and should also not be deleted.
Creating a List
You can create a list from a set of query results, Vega preset or your own query. Please see the various articles on creating a query and viewing the results to create a list in this way- see more here. Alternatively, you can manually add contacts to a list from their contact page.
To manually add a contact to a list or create a new one, click Add/Remove To List from the contact
This will open a new window for you to select the list details:
Create a New List- Enter the name of your list, if wanting to create a new one
Select a List Type- Select the appropriate type for your new list
Or Select an Existing List- This will show all current lists in a dropdown for you to choose from and add this contact to
Assign Results to a Staff Member?- This will show active users in your organisation and if selected, the list will then appear under the My Assigned Lists tab when logged in
Cancel- Exit from the Add/Remove To list function
Remove from List- This will remove the current contact from the selected list, if they were not on this list no action will happen
Add to List- This will add the current contact to the selected existing list or create a new one as per the details and add the contact
If you are adding a new query to send a mass email, we always recommend that you create a small group of contacts on your database as a 'Test Email Group' -
- Click 'Add New Query' and you will be taken to the 'Query Your Contacts' screen
- You can add a new list by generating a New Query and saving results to a new list
- Or by clicking the 'Lists' tab from menu at top of page which will take you to 'Create New List' page
- You can search individual names by entering into the search field and clicking the blue search button
- Enter new list name and click 'Add Results To List' button
- You can now find your New List in the 'Contacts' section, click 'My Lists' button on the left-hand side of the screen.
Lists are also designed to help you test if the email/s associated with the campaign is correctly delivered to its recipient, this kind of list types are called 'Email Test Lists'.