How Constituent Lists work

Show in Menu

If this option is selected it means that the list will be visible as a sub-menu item under the Constituents link in the left-hand navigation area (click the + button to reveal them).

Check purpose permissions? & Check channel permissions?

If you intend to perform a mailing based on your list - this option allows you to check that constituents have consented to the appropriate purposes and channels 

List should include archived constituents

 Option to include archived constituents in the result set

Export - separate channels, and create Activities

Additional features are available when export Constituent Lists:

  • create separate files for each communication channel - when selected will create separate CSV files for each channel in the List results.
  • Update Activity History - when selected, this will create new Activities on the Timeline for every Constituent in the List results.
    • activities added in error this way can be removed by using the Undo Activities - this can be found selecting the list produced in the download section.

Mailchimp Updates

 Use this tab when syncing to a Mailchimp List. See this article for more info.

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