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. 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. 

Similarly, on any constituent profile you can use the Actions drop-down menu to Add constituent to List. 

View Your Lists

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

Wondering how other customers are using lists? Click here for examples!