Add or Exclude Constituents in a List

To choose which records to include in a list, you select Choose filters and choose the applicable criteria. In a constituent list, you can also add or exclude records — specifically, or based on another list — regardless of whether they meet the filter criteria, such as based on your relationship with them or the intent of the list. For example:

  • As a quality check, you may add a seed list to the recipients of specific appeals.

  • To help prevent donor fatigue, you may exclude recipients of a recent appeal from another communication.

Note: Constituent lists automatically update as records meet the criteria of the selected filters. However, when you add or exclude constituents, the records within the list only change if you manually update them. For example, if you exclude a list of staff records from a list you use for email and later update the staff list, the email list won't automatically include the staff changes.