The List feature helps users organize and engage with donors efficiently. By creating segmented lists, users can categorize donors based on different criteria such as donation size, pledge commitments, or location. This makes it easier to target specific groups for communication, track contributions, and personalize outreach efforts. The Lists feature ensures a streamlined approach to donor management, improving engagement and fundraising effectiveness.
Locate the Lists feature: On the left panel, find and click the Lists option.
Hover to view available lists: Move the cursor over the Lists option. A sub-menu expands, displaying available lists.
Click to open all lists: Click Lists to view a complete list of all donor groups. This opens a detailed view, allowing for further management and edits.
The Lists window provides an organized view of all donor lists, along with options to filter, manage active lists, and access archived lists. Key controls are positioned at the top right for easy navigation.
Filter – The blue button provides options to “Narrow records”, “Add records”, and “Remove records”.
Active – Shows active donor lists.
Archived – Displays archived lists.
Lists Section – Contains all donor lists, allowing users to select and manage them.
Overview
The Lists window provides a structured view of donor lists, displaying key details to help users manage and track outreach efforts efficiently. Each list appears as a row with multiple columns offering insights into its name, creation date, last call activity, progress, number of contacts, and available actions. Users can quickly navigate through lists, monitor engagement, and take necessary actions such as making calls or editing list settings. The following is a brief explanation of what each column represents (in sequence).
Name
Displays the name of the list, such as "The Biggest Donors" or "Pledges", helping users quickly identify different donor groups.
Created
Indicates when the list was created, allowing users to track its history and relevance.
Last Called
Shows the most recent date the list was used for calls, providing insight into engagement frequency.
Progress through list
A horizontal bar visually represents the progress of contacting donors in the list. For example, if 50 out of 100 contacts have been called, the bar will be half full.
# of Contacts
Displays the total number of donors in the list, giving users a quick overview of its size.
Browse list
Contains a button that allows users to open and review the full list of donors for better management and tracking.
New Call Session
The blue Make Calls button enables users to start calling directly from the list. The system automatically moves to the next contact after each call, ensuring a smooth calling process.
Original Search Filters
Displays the filters used to create the list. These filters were used when creating the list from the contacts menu:
(pledges.amount >= '0') – Includes donors based on pledge amounts.
(phone_numbers.phonenumber_string like ‘%555%’) – Filters donors with specific phone number patterns or area code.
(display_name like ‘%tessa%’)
Edit
Provides options to modify the list, including renaming a list, pinning the list, load filters to create a list (loads the list along with the filters used to create the list) and archive the list.
How to filter list records?
To filter specific records in the list, click the blue Filter button in the top right of the Lists page then Click “Narrow records”.
Enter the search terms to filter records, including name and date created. The list below will only include records that match the search criteria.
How to create a new List?
It’s simple and easy to create a new list from the Contacts menu, which is right above the Lists menu. Click Contacts and the Browse / Create a List window will open by default where users can search contacts and create lists. The Create a List page shows all the saved contacts. Since the main purpose of creating a list is to segment contacts into different groups, there have to be options to segregate contacts based on different criteria. That’s exactly what the Filter button at the top right allows users to do.
Click Filter then Narrow records to filter contacts based on different criteria including filtering contacts based on:
Names
Matching address
City
State
Phone number and area codes
Email
Occupation
Employer
Pledge amount
And more filters
When done with filtering contacts, simply click the Save As button, give the list a name and save. The list will automatically add to and appear in the Lists menu.
For example, users can create a list of contacts of people who have pledged a certain amount by clicking Filter then Narrow records and selecting Pledge Amount from the first drop down menu(and specify an amount e.g. anything greater than 0). The simple process makes it easy to filter out donors and create organized lists for easier management and targeted outreach.
Creating and managing lists is a simple process that allows users to efficiently segment and organize contacts for better donor management. Customizable filters allow users to quickly group contacts based on relevant criteria, ensuring targeted outreach and streamlined communication. By following these steps, lists can be tailored to specific needs, making donor engagement more effective and organized.