List builder

Filter people, organisations or roles on any criteria and save a live or fixed list. Lists feed email, text messages, call lists, invitations and reporting.

General

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Workflows

Creating and managing list folders

Create, organise and manage list folders, including nesting and permissions

September 22, 2026

List Builder field menus and operators

Build precise contact, event and transaction lists with advanced field menus and operators.

August 19, 2026

Roles lists (one row per relationship)

Create and filter Roles lists to view each contact’s relationships and export data.

List actions in List Builder

Manage list builder actions: save, export, email, bulk documents, and update fields.

Reviewing results and choosing columns for export

Review results and select columns to customise CSV exports.

Limitations & best practice

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