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. A dynamic list updates automatically based on set filters or criteria, keeping lists up to date without manual edits.
Creating a Dynamic List
From the toolbar, select Contacts, then Lists. Click the New List button.
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.
You can edit the list by clicking the three dots next to the list and selecting:
View List Contacts to view to contacts and adjust the criteria.
Edit Dynamic Name to change the name of the list.
Delete List
Questions? Click the "?" icon to contact Givebacks Support.