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!
- Start with a saved search that you're interested in. In this example, we've generated a saved search with 285 constituents to add to a list.
- Click the checkbox next to 'Add to...' which will initially select up to the first 50 constituents.
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Once selected, you'll see a light blue bar appear asking if you'd like to 'Select all X Constituents' (in this case, 285). Click to add all.
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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!