How to create a list

Lists are a static way of organizing people in your database. You can send an email or a text message blast to a list. You can batch update a list. You can use a list to record contacts in call view or data entry view. And you can print call or walk sheets from a list.

Below you will learn how to create a list, add or remove people from a list, delete a list, and remove people from your database. 

accessing lists from people section


Create a list

In the People section, when you open a list widget, you can create a list. 

1. If you click on the word "Lists," a widget will appear displaying your nation's lists.

list_widget_from_lists.png 

2. At the bottom of the widget, click in the area that says "+Create list"

create_new_list.png

3. Type the name of your new list as shown below.

name_new_list.png

4. Click the "Create" button. Your list will be created and appear in the widget menu.

new_list_in_menu.png

5. You can click the edit button next to the name of your list to edit its settings or to delete the list.

Note: Creating a list works the same way regardless of how you open the widget. The lists widget is also available from the actions button and the arrow that appears at the far right-side of a profile overview.

The edit icon will only appear next to the list names when you click on the word Lists. So to work within a list, you'll want to click on the word Lists.


Add people to a list

There are five ways to view people in your database:

  1. Single-person view single_person_view_icon.png
  2. List view list_view_icon.png
  3. Household view household_view_icon.png
  4. Map view map_view_icon.png
  5. Path view path_view_icon.png

actions_button.png

The actions button in the toolbar at the top of the People section gives you the option to add people to a list. It is context-specific, which means the options that appear in the actions drop-down menu change based on how you're viewing the People section.

  • In list view or household view, you can add everyone to a list or remove everyone from a list.
  • In single-person view, you can add the person you are viewing to a list or remove that person from a list.
  • Actions are not available in map view.

To add people to a list in list view or household view:

1. Click on the actions button.

2. Click “Add all to list…"

3. Click on the name of the list you'd like to add people to.
If you have a lot of lists, you can search for a specific list by typing in the bar above the list names .

4. A notification bar will display at the top of your control panel letting you know people are being added to your list.

5. When the process is complete, the notification bar will update to say “People were added to [list name]."

6. You can click on the name of the list from the notification bar to edit the list.

If you want to add people to a list that doesn't exist, you'll want to create the list first, then follow the steps to add people to a list.


Remove people from a list

The Actions button In list view or household view also allows you to remove a large group of people from a list. It works the same way as adding people to a list.

1. Click on the Actions button.

2. Click “Remove all from list…"

3. Click on the name of the list you'd like to remove people from.

If you have a lot of lists, you can search for a specific list by typing in the bar above the list names.

4. A notification bar will display at the top of your control panel letting you know people are being added to your list.

5. When the process is complete, the notification bar will update to say “People were added to [list name]."

6. You can click on the name of the list from the notification bar to edit the list.


Add or remove a person to a list

In single-person view, the actions button allows you to add the person you're viewing to a list or remove that person from a list.

actions_spv.png

In list view, the arrow button on the far right side of a profile allows you to add the person to a list or remove the person from a list. 

Click on the arrow and you will see the following options:

arrow_on_profile.png

You will also find the option to edit a profile or delete him from your database from the arrow button. 

2. Click on Add or remove from list. A list widget will pop up.

adding or removing a single person from a list

Checkmarks next to a list name indicate that the person is on the list.

3. Click on a list with a checkmark next to it to remove the person from a list. The count of people on the list will decrease by one.

4. Alternatively, click on a list without a checkmark and the person will be added to the list. The count of people on the list will increase by one. 


Delete a list

Deleting a list is a casual affair. You will not lose any information about the people on the list. The only thing that will disappear is the list itself. If you accidentally delete a list, you can always recreate it and add people to it using people search.

1. Click on Lists at the top of the People section.

2. Click the edit button next to the name of the list you want to delete.

3. When taken to the edit list screen, click on the Delete option

deleting a list

4. Select "Delete this list" to delete the list.

5. A pop up screen will appear to confirm that you want to delete the list. 

delete list confirmation pop up

Click OK.

6. You'll be taken to a screen displaying all of your lists. A red notification bar at the top of the control panel will confirm that the list was deleted.

confirmation notice of list deletion will appear at the top of the screen

When a list is connected to a scheduled email or text message blast, it cannot be deleted. This ensures that a blast is not inadvertently sent to no one.

If you attempt to delete a list used by a scheduled blast, an error message will appear. In order to delete the list, new recipients must be selected for the scheduled email or text message blast. Once new recipients are selected, the list can be deleted. 


Remove people from your database

Infrequently, you may need to remove a large number of people from your database. You can do this by adding the people to a list and then removing all of the people on the list from your database.

When you delete people from your nation, you will lose:

  • all information about the people
  • all records of communication with the people
  • all voter data for the people 

If any of the people on the list have:

  • a permission level (i.e. control panel access)
  • made a donation
  • were sent an invoice
  • are connected to an expenditure
    • received an expenditure
    • created an expenditure
    • listed as the person / organization the expenditure was about (in support of or in opposition to)
  • are executing the removal process
they will not be deleted. Doing so would make your nation's financial history incomplete and could cause problems for financial reporting. 

Once you manually delete all donations, invoices, and expenditures connected to a person and remove the person's permission level, he can then be deleted individually or via a list. If you need help deleting a lot of financial information, e.g. a donation import, please email help@nationbuilder.com.

1. Before you permanently delete people, we recommend taking a snapshot of your nation

2. Add people to a list

3. From the People section, click on the word "Lists."

4. Click on the list name. 

5. Click Delete

delete list options

6. Click "Delete people from nation." You will be taken to a warning screen:

warning before deleting multiple people 

7. Click on the yellow button that says "I know what I'm doing. Delete these people from my nation." You'll then see a screen like this:

deleting_update.png

Note: Deleting will finish before the above confirmation message changes. Therefore, you may not be able to stop the process by clicking on the button "Stop deleting these people." Please be absolutely sure you want to delete the people from your nation before you begin.


How to use lists and batch actions

How to print walk sheets and call lists

How to remove a profile

How to use scannable sheets

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