List & Contact Management

Information about managing the contact lists for email recipients.

Why don’t I see a “Delete” link on some of the lists?
The delete link is automatically disabled by the software if the list has been previously used to send a campaign. If you need to delete a list, delete ...
Tue, Feb 2, 2016 at 9:55 AM
How do I edit the Email List Name or Category?
To edit the name or category of a particular email list, go to the Contacts page in Email Marketing Module and select the list that you would like to change...
Fri, Oct 14, 2022 at 4:24 PM
How do I see recipients that are unsubscribed?
To see the records that are unsubscribed, please go to Email Marketing > Contacts and then click on the All Recipients button just below the green LIST...
Fri, Oct 14, 2022 at 4:25 PM
Why can't I delete an Email List?
You cannot delete an email list that was used in an email marketing or survey campaign. To determine if the list in question has been used in an email m...
Tue, Mar 26, 2024 at 2:45 PM
What is a Join My Mailing List (JMML) widget?
A Join My Mailing List widget creates a box that you can embed into your website that allows website visitor to subscribe to one or more of your email list ...
Fri, Oct 14, 2022 at 5:07 PM
How do I allow donors to subscribe to mailing lists?
You have two options for subscribing donors to your mailing lists. One is by using the unique URL link created in the Email Marketing Module on the Contacts...
Wed, Jul 24, 2024 at 5:04 PM
Can a donor unsubscribe from a list?
A donor or constituent can unsubscribe from all future emails by clicking the unsubscribe link at the bottom of your email marketing messages.  A constituen...
Fri, Oct 14, 2022 at 5:23 PM
How do I manage my email list subscription options?
Email List Categories Subscription options are managed using Email List Categories. Email List Categories are like areas of interest and allow you to gr...
Thu, Sep 12, 2024 at 6:49 PM
How do I add a contact to a mailing list?
There are numerous ways to add a contact to a mailing list. In Workspace > Email Marketing > Contacts, the + LIST and + RECIPIENT menus can be use...
Wed, Aug 21, 2024 at 8:19 AM
How do I create an email list?
You can create email lists from the Actions menu from the main grids like the Constituent, Events, Gifts and Membership grid. You can also import an Excel o...
Tue, Aug 27, 2024 at 5:49 PM