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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. You can also 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. 

Table of Contents

Create a list

In the People section, when you click on the Lists tab, you can create a list. 

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

2. Click + Create List



3. Type the name of your new list, and press the Create button.  Your list will be created and appear in the widget menu.

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

 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.

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.

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:

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

Click on Add or remove from list. A list widget will pop up. Checkmarks next to a list name indicate that the person is on the list.

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.

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 pencil 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.

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. Click OK.

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

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.

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, they 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

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.

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

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 will finish before the above confirmation message changes. Please be absolutely sure you want to delete the people from your nation before you begin.

 Next Steps

You might want to alter list settings or use lists to make batch updates.

How to print walk sheets and call lists

How to remove a profile

How to use scannable sheets

If you’re unclear on how this feature works, please ask a question. If you would like to see changes to this feature, please submit a suggestion.