You can do a bulk add of contacts to a marketing list form a report. Follow these steps or watch the demo video below:


Create a marketing list:

  1. Navigate to reports and pick an existing contact, gift or activity report depending on what type of marketing list you want to create
  2. Choose filters and include and filters or badges to pull back the contacts you are looking for, then run the report
  3. Go to Add > Marketing Lists
  4. Input an existing or create a new Marketing List and Apply
  5. You will receive a success message once completed


Create an email for your Marketing List:

  1. Navigate to emails
  2. Click on New Email
  3. Input the Marketing List into the Send To* Field
  4. Add in your Email Subject and Load or build your Template
  5. Save, Test, Send or Shedule Send
    1. Note: Any new contacts added to the marketing list within the timeframe before a scheduled send will receive that scheduled email