'Create a List' is a search feature that identifies contact records based on certain criteria. The combined ability to search on specific data points and create multi-step searches - add contacts, remove contacts, narrow contacts - makes 'Create a List' a powerful tool.
'Create a List' is used to create lists of volunteers, donors, action-takers, and other groups of people you and other users at your organization can call, e-mail, canvass, analyze, or otherwise reach out to.
While you may create temporary groups of contacts that are only relevant for a specific task or effort, you can also use 'Create a List' to identify a group that you manage more long-term - like your active volunteers or active donors. By creating a list of these people, saving it, and sharing it with other users, you can establish a standard way of defining these groups within your organization.
The search criteria available to each user depends on the security functions in their 'User Profile', which determines access to particular types of data or features. For example, an organizer or volunteer may only be able to search on names, contact information, and 'Activist Codes' while someone in charge of the volunteer program may search on event history, stories, and form submissions.
You can also save your results for later use and choose which other users at your organization can view them.
Once you have run your search, you can do a variety of things with the results, such as:
- run reports
- run exports
- start a de-dupe (in 'EveryAction' and 'My Campaign'; not applicable in 'My Voters')
- create a 'Virtual Phone Bank'
- send them to 'MiniVAN' for a canvass
- send emails from the 'Targeted Email' Dashboard (if you have purchased it)
Feature Availability
Available options and search criteria will vary depending on your 'User Profile'.
Not quite what you were searching for?
Navigate back to Lists and Searches in the Help Center.
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