Create and View Lists

Create a List

You can add constituents to a list directly from your search results or a constituent’s profile. 

From any search, check the box to the left of any number of constituents and click  Add to List for a quick add. You can also use the Actions dropdown menu near the top right and click Add X constituents to list. To select all visible constituents (50 per page), click the checkbox at the top of the constituent table then Add to List. This will select all constituents visible in your search results. Note that if your search produces 50+ results, there will be multiple pages of constituents. When using multi-select, only the page you are currently viewing will be selected. However, if you'd like to add all (50+) search results to a list, check out how to bulk-add constituents to a list here

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Similarly, on any constituent profile you can use the Actions dropdown menu to Add constituent to List. Additionally, there is a List Membership section, located under the Summary tab, on each profile that will display all lists the constituent has been included in. This section also gives you the option to add that constituent to a list.

View Your Lists

To view any of your Lists, look no further than the left-hand EverTrue menu sidebar under Lists. 

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