A list is a way to group contacts you want to message easily. You can create manual lists or dynamic lists that update based on a set of criteria. Admins can create lists by going to Contacts, selecting Lists, and clicking the New List button.
Creating a List
From the toolbar, select Contacts, then Lists. Click the New List button.
Select the type of list you want to create.
Manual List - A fixed set of contacts that only updates when manually edited. You can add people or allow join requests.
Dynamic List - Automatically updates based on set filters, keeping contacts relevant without manual edits.
Creating a Manual List
Select Manual List.
Enter a List Name.
Select the visibility setting for the List. Make the list visible to anyone in your organization to join, or keep it hidden.
Hide list from non-admin users
Allow any person to join
Allow any person to request to join
Describe the List so that contacts will know why they should join it.
Click Create List.
Adding Contacts to a Manual List
From the List table, click the three dots next to the desired list and select View List Contacts.
Click the Add Contacts button.
There are three ways to add contacts here.
Add Existing Contacts - You can choose existing contacts from a list.
Add New Contact - You can add new contacts that aren't already in your database. Enter the contact's information. You can also notify this contact via email that they have been added to this list and send a personal message.
Upload New from CSV - You can import a list of contacts from a .csv file. Download the Sample Contacts CSV Template, enter the contact data, and upload the file.
Creating a Dynamic List
Select Dynamic List.
Enter a List Name.
Click Create List.
Click Add Criteria to begin building your dynamic list.
Choose criteria from Contract Attributes, Store Engagement & Activity, or Donation Engagement & Activity categories.
Add the Qualifier and Value. Click Add Criteria.
View the contacts who meet the list criteria.
You can add additional criteria and customize their relationship with "and" or "or".
When you are finished building your list, click Save Changes.
Editing Lists
Once your list is created, you can edit it by clicking the three dots next to the list.
For Manual Lists, you can select:
View List Contacts to add and remove contacts.
List Settings to edit the name, visibility, and description.
Delete List
For Dynamic Lists, you can select:
View List Contacts to view to contacts and adjust the criteria.
Edit Dynamic Name to change the name of the list.
Delete List
Joining Lists
Contacts can join your lists on their own. To do this, they would click the Profile icon and select Join Lists. From this page, you will see all lists that are open for anyone to join. You can find the list you wish to join and click Join or Request to Join for that list. If a list has a setting that requires you to submit a request to join rather than just join, an admin will have to approve the join request before you are added to the list. Admins can go here to see how to approve join requests.
Questions? Click the "?" icon to contact Givebacks Support.