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How do I remove or add contacts to a list manually?

Learn how to remove or add contacts to a list manually and how to add multiple contacts to a list in bulk

Updated this week

Manually adding or removing contacts from a list in Raise More gives users precise control over how they manage their outreach. While automated imports and bulk actions are helpful for large-scale updates, there are times when adjustments need to be made for individual contacts based on specific interactions or updated information.

This ensures that lists stay relevant and up to date, helping teams target the right donors with the right messages. It also allows for quick corrections or additions without having to reprocess entire data sets, which keeps campaigns accurate and aligned with current goals.

How do I find and remove contacts from a list?

Locating the correct contacts is the essential first step before making any changes to a list. If you need to remove a contact who no longer fits the criteria, it’s important to make sure you’re working with the right records. Raise More provides helpful search and filter options that make it easy to find specific contacts quickly. Follow the steps below to filter contacts in a list:

The main Lists page

List filtering process

  1. Place your cursor over Lists in the main navigation and click on the specific list you want to update. You can also click Lists to view all lists

  2. Click the View button in the Browse list column if the required list is visible or click the blue Filter button then click Narrow records to filter lists

  3. Select filters to get to the right list and click View

  4. This will open a list of all the contacts in a particular list

  5. Click the first or last name of the contact you want to remove from a list (this will open contact’s profile)

  6. You’ll find lists to which the contact has been added to on the left side

  7. Click the three-dot menu button and click Remove

  8. Click OK to confirm

  9. The system will automatically move to the next contact in the list, which is helpful if you want to remove multiple contacts from a list

  10. Start with the first contact in a list if you want to go through all contacts in a list

Tip: If you want to find contacts added to multiple lists, you can do so by clicking Filter -> Narrow records -> Select On Saved List (Name) from the drop down menu -> is -> select multiple lists using checkboxes

How do I add contacts to a list?

There are different ways using which you can add contacts to a list in Raise More. The first method is to open a contact profile, which can be done from multiple locations where contacts are visible. This works well if you just have to add a few contacts to the list. The easiest way to find a contact and open contact profile is to filter contacts as follows:

  1. Hover the cursor over Contacts and click Browse / Create A list. Here you can filter contacts based on different parameters, including full name, email, phone number etc.

  2. Click Filter -> Narrow records -> select filters

  3. Click contact’s first or last name to open contact profile

  4. Click the + sign button in front of Lists and select the list name you want to add the contact to

Tip: You can add a contact to multiple lists by clicking the + button again and selecting another list

How do I add multiple contacts to a list?

The second method is best suited for situations where you need to add several contacts to a list (or multiple lists) at the same time. It saves time and ensures consistency across records. Follow these steps to add contacts in bulk to a list:

  1. Click Lists in the left pane

  2. Click the View button (Browse list column of a list)

  3. Click the three-dot menu button at the top right and click Load Filters to Create a List

  4. Choose the appropriate filters based on the criteria you want to apply. This helps narrow down the contact list to match your specific needs e.g. Current Ask -> greater than or equal to -> 5000

  5. You’ll see a list on contacts that fulfill the filter criteria

  6. Click Edit Multiple, select contact(s) you want to add to a list, and click the blue Edit button

  7. Click the third drop down menu (Add Contacts To Saved Lists) in the Edit Multiple Contacts menu (right side)

  8. Click the list you want to add the selected contacts to

  9. Click the blue Make Changes button

  10. The system will return to the previous page that displays contacts you have previously filtered

  11. Repeat the last steps (6-9) again if you want to add the same contacts to multiple lists

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