Bulk Add to List

If you're looking to add a large set of constituents to a list from a saved search, use our Bulk Add to List feature! It allows you to quickly add all of your saved search results to any list, trip, or volunteer pool! 

  1. Start with a saved search that you're interested in. In this example, we've generated a saved search with 1,065 constituents to add to a list.
  2. Click the checkbox next to 'Add to...' which will initially select up to the first 50 constituents.

  3. Once selected, you'll see a light blue bar appear asking if you'd like to 'Select all X Constituents' (in this case, 1,065). Click to add all. 

  4. After all constituents you want to add are selected, click 'Add to...' to open a dropdown menu of your existing personal and shared lists, in addition to providing you with the opportunity to create a new list. (Pro Tip: you can also bulk add constituents to a Trip or Volunteer Pool from this menu!). 

5. Select the list you're interested in adding to or create a new one. It's that easy!

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