What are Lists? 

EverTrue’s Lists help you organize and collaborate. You can save groups of constituents for easy reference or work with teammates on fundraising projects For example, if you are prepping for an upcoming Facebook campaign or planning an event, start by building a list of the constituents you want to include. Then, invite a teammate as a list collaborator to help out! They’ll be able to view, edit, or add notes to the list. 

You can create lists in several locations in EverTrue, including:

• The Lists tab
• The Constituents tab 
• Individual constituent profiles
• An open search in the Saved Searches tab 

Below, we will walk through how to build them from the Lists tab and Constituents tab. Let’s jump in! 

Note: To create and view lists in the iOS app, check out our mobile guide for instructions.

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Creating a List in the Lists Tab

The Lists tab is your starting point for building and managing saved groups of constituents. You’ll see a table of your existing lists organized by name. From here, you can create new lists and revisit existing ones. 

Let’s explore how to build a list from this tab! 

Step 1. Click Actions and Choose + Create List

In the Lists tab, click the Actions button in the upper-right corner and select + Create List. 

Step 2. Name the List and Add Constituents

A Create List popup appears where you can name your list. We recommend choosing a name that clearly reflects the list’s purpose so it’s easy to find later!   

Next, use the search bar to add constituents. At least one constituent must be added to save the list. 

Click Create List to finish adding the list to your Lists tab! 

Bulk Add Constituents to the List

You can quickly add multiple constituents to a list at once by using Bulk Add To List in the Create List popup. This is a great way to replicate existing contact lists that you already have saved on your computer! 

Choose either Email or Remote ID to indicate the type of data you’ll be adding, then paste up to 500 email addresses or IDs from their original source into the text box. 

Click Create List to finish!    

Note: EverTrue can only add emails or IDs that match records your organization has already imported into our platform. If the email or ID doesn’t match, we will let you know. 

Use Cases for Bulk Add to List 

Replicating offline lists in EverTrue can help you:

• Explore a long-standing Excel file in a more interactive way.
• Import complex lists of constituents from your database to easily see interactions, career information, giving history, and more.  
• Add a list of event attendees to assess their giving potential, engagement activity, or gift officer assignments.
• Share a list of prospects directly with another EverTrue user (like a class agent, or volunteer fundraiser!). 
• Simplify outreach to parents! Create a contact list of one parent/family to avoid duplicate solicitations. 
• Learn more about alumni who registered for a reunion. As additional registrants sign up, add them to the list! 
• Evaluate giving potential, engagement, and participation among affinity groups.
• Import lists of alumni from external databases (fraternities, sororities, student clubs, etc.) to see how their participation and engagement rates compare, then drill down for more information to create better solicitations. 
• Add a list of constituents who haven’t responded to a recent event invite. Look at the list in EverTrue to see who recently engaged with your organization, and reach out to them directly to help drive attendance. 

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Creating a List in the Constituents Tab

Step 1. Add and Apply Filters

Navigate to the Constituents tab and click the Filters dropdown in the upper-left corner. Add your desired, then click Apply Filters to generate your results.

Step 2. Select Constituents and Click Add to…

There are three ways to select constituents from your search results to add to a list:

1. Select individual constituents: Check the boxes next to the names of individual constituents you want to include.
2. Select all constituents on the current page: Check the box to the left of the Add to… dropdown to select all constituents displayed on the current page of results (50 constituents). 
3. Select all constituents from the search results: After checking the box to the left of the Add to… dropdown, an option to Select all [Number] Constituents appears above the table. Click to select all constituents from your filtered search results. 

Once you select constituents, click the Add to… dropdown above the table. 

Step 3. Create a New List or Add to an Existing List

In the Your Lists tab of the dropdown, you can choose from two options: 

1. Create a new list: Click Create a new list at the bottom and add a list name, or type the name of the new list into the search bar before clicking this button.
2. Select an existing list: Click the name of an existing list under Your Lists. If you have several lists, use the search bar to narrow them down.

You will see a confirmation message in the upper-right corner after choosing an option. This message contains a button to View the list in your Lists tab and a button to Undo the action.

As you create more lists, be sure to check out our Managing Lists article to learn how to organize them into folders and make modifications. Then, review our Collaborating on Lists article to learn how to share them with your teammates!

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For any other questions, reach out to EverTrue Support at genius@evertrue.com.