Lists help you organize key prospect segments, and managing them is easy! Below, we will walk you through how to organize lists into folders, filter lists to narrow your focus, edit list members, and delete lists you no longer need. Let’s get started! 

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Creating a List Folder

As you build more lists, folders help you stay organized and better manage your prospects. You can group lists into folders for quick access to specific segments or strategies! Each list can belong to multiple folders. 

Note: Folders are private to you and cannot be shared to others on your team.  

Step 1. Click the Icon in Your Folders

To create a folder, navigate to the Lists tab and click the icon in the Your Folders section of the page. You can also click Actions and select + Create Folder. 

Step 2. Name the Folder and Save

A Create Folder popup appears where you can enter a name for the folder and click Save!

Step 3. Add a List to a Folder

To add a list to a folder, check the box to the left of the list’s name. Then click Actions in the upper-right and select Add List to Folder.

An Add List to Folder(s) popup appears where you can choose from two options:

1. Add to Existing Folder(s): Select one or more folders from the dropdown.
2. Create New Folder: Add the list to a brand new folder. 

Click Save to confirm your selection. 

Once a list is in a folder, you can do anything you normally would from the main page of your Lists tab. Take actions like adding list collaborators or modifying its constituents, all from a more focused view!.

Step 4. Remove a List from a Folder

To remove a list from a folder, open the folder from Your Folders and check the box to the left of the list’s name. Click Actions in the upper-right and select Remove List(s) from Folder. 

A Remove Lists? popup appears where you can confirm this action. 

Step 5. Modifying an Existing Folder

To rename a folder, open it from Your Folders and click the pencil icon next to its current name. Edit as needed, then click Save.

To delete a folder, open it from Your Folders, click Actions in the upper-right corner, and select Delete Folder. A Delete Folder? popup appears where you can confirm this action.

Note: Deleting a folder does not delete the lists inside it. These remain accessible on the main page of your Lists tab.

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Filtering a List

Sometimes creating a list is just the starting point. If you want to narrow in on a target group of prospects or highlight a specific segment for collaboration, you can apply filters to any list in EverTrue.  

Step 1. Open a List

Navigate to the Lists tab and select the list you want to segment.

Step 2. Add and Apply Filters

Click the Filters dropdown in the upper-left corner. Add your desired filters (like location, giving history, or engagement filters) and click Apply Filters to see the updated table. 

Note: Filters only apply to the Table view. The Map view will still show all constituents from the original list and will reset your filters. If you switch back to Table view, reapply your filters to see the updated table.

Step 3. Take Action on the Filtered List 

Once you narrow your list, you can take action on just the filtered group of constituents: 

• Select constituents from the table and click the Add to… dropdown to move them into an existing list, trip, pool, or cadence.
• To save the group as a new list, click Create a new list at the bottom of the Your Lists tab. This is a great way to start a fresh list for collaboration. 

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Editing a List

If you need to modify an existing list, we’ve got you covered!  

Step 1. Open a List

Navigate to the Lists tab and select the list you want to modify.

Step 2. Add Constituents to the List

To add more constituents to the list, click Actions in the upper-right corner and select + Add Constituents to List. 

An Add to [List Name] popup appears. You can either use the search bar to add individual constituents, or the Bulk Add To List option to add multiple constituents simultaneously using their email or remote ID.

Click Add Constituents to finish!

Step 3. Remove Constituents from the List

To remove existing constituents from the list, check the box to the left of their name, then click Remove from List at the top of the table. A confirmation message will appear in the upper-right corner with an option to Undo their removal, if needed. 

Step 4. Modify the List’s Name

You can also update a list’s name! To do so, click the pencil icon next to the current name, edit as needed, and click Save.

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Deleting a List

If you no longer need a list, take these steps to remove it! 

Note: You can only delete lists created by you, and not lists that you were added to as a collaborator. 

Step 1. Click a List Trash Can Icon

To delete a list, navigate to the Lists tab and click the trash can icon next to the list you want to remove. A Confirm Delete popup appears where you can confirm this action. 

Step 2. Open a List

You can also delete an opened list. Navigate to the Lists tab and select the list you want to remove. 

Step 3. Click Actions and Choose Delete List

Click Actions in the upper-right corner and select Delete List. A Delete [List Name] popup appears where you can confirm this action. 

Note: If you delete a list, it will also be removed for any collaborators.

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