Custom Recipient Lists

Mailing Lists let you build targeted groups of recipients for your email, SMS, and letter campaigns. Instead of sending to everyone, create focused lists based on any criteria you choose.

Building a List

From Donors: Pull in donors based on giving history, tags, or status
From Contacts: Add non-donor contacts from your Contacts CRM
From Prospects: Include prospects from your cultivation pipeline
Manual Selection: Hand-pick specific people for your list
CSV Import: Upload a spreadsheet of recipients

Filtering Options

By donor tag (e.g., "Major Donor", "Board Member", "Event Attendee")
By giving level or amount range
By last donation date
By location or zip code
By communication preference

Using Lists in Campaigns

When creating an email, SMS, or letter campaign, select one of your saved mailing lists as the recipient group. The campaign will be sent to everyone on that list. You can also combine multiple lists or exclude specific people.

List Management

Save lists for reuse across multiple campaigns
See list size and preview members before sending
Duplicate and modify existing lists
Export list members to CSV