Survey Recipient List

Can I import a .CSV file or an Excel file with multiple columns of data?
Yes, you can import an advanced list that allows you to bring in multiple columns of recipient information. You can use these columns to segment/filter your...
Tue, Feb 2, 2016 at 11:19 AM
Can I combine multiple lists into one list?
Yes, you can combine multiple lists into one list. If you are combining advanced lists that include information other than First Name, Last Name & Email...
Tue, Feb 2, 2016 at 11:20 AM
Can I import recipients from other CRM packages such as Microsoft Dynamics, Outlook or SalesForce.com?
We don’t directly import from such packages. However, you can export your contacts to an Excel or .CSV file and import the file into DonorView. DonorView wi...
Mon, Jul 9, 2018 at 9:46 AM
How can I assign/remove a recipient to/from multiple lists?
The easiest way to do this is to go to the All Recipients screen, use the filters on the grid to find the recipient, select the recipient and then check/unc...
Tue, Feb 2, 2016 at 11:20 AM
Can I categorize my lists?
Yes, each list is saved to a specific list category. These help you to easily identify lists that you should send each campaign to. You can set the category...
Thu, Jan 28, 2016 at 3:56 PM
How do I create a new category for my lists?
You can create a new category by taking the following steps: Select an existing list or create a new list. Select “New/Edit” from the Category drop down ...
Tue, Jul 10, 2018 at 9:44 AM
Can I segment or filter my list?
You can segment your list by many attributes to create targeted or filtered lists to send your campaigns to. Each filter that you create will be available t...
Tue, Feb 2, 2016 at 11:21 AM
Can I export recipient information out of DonorView?
You can export your recipients from a specific list or you can export all recipients to a .CSV file by clicking on the Export to CSV button above the recipi...
Tue, Feb 2, 2016 at 11:22 AM
Where can I see the campaign history for a specific recipient?
You can see the history of all campaigns received by a recipient, including the links that they clicked on in each, by selecting a recipient from the All Re...
Tue, Feb 2, 2016 at 11:23 AM
How do I unsubscribe a recipient from a list?
You can do this by two methods: If you only want to unsubscribe the recipient from a specific list, you can select the list from the“Recipient Lists” ...
Tue, Feb 2, 2016 at 11:23 AM