Common questions about building and using lists in SwiftFox.
What's the difference between a live list and a fixed list?
Live lists update automatically as data changes; fixed lists keep the same members unless someone adds or removes people by hand. You can convert a live list to fixed via the three-dot menu → Convert, but this cannot be undone and removes the list's conditions — use Save as fixed list if you want to keep the live list. Full detail: Live lists vs fixed lists (and converting) (Document ID: 215).
Where do I find lists and how do I create one?
Go to Lists from the left-hand menu, then click Create list. Name it, choose People, Organisations or Roles, then define your Conditions, review the Results, and pick your Actions. Full detail: List Builder — Workflows: step-by-step (Document ID: 220).
Can I copy an existing list?
Yes — use Clone from the three-dot menu to duplicate a list's criteria and setup, then adjust what is different.
How do AND/OR rules work?
You can set And/Or both within a rule (between criteria) and between rules. Example: Member AND Age > 50; or Member OR Resigned. Full detail: Building conditions — rules, criteria and AND/OR logic (Document ID: 219).
Which fields can I filter on?
Almost any contact data — profile details, custom fields, addresses and boundaries, organisation connections, email campaigns, other lists, forms, posts, events, subscriptions, receipts, invoices, calls and visits, and more. Operators vary by field. For every field group and its operators, see List Builder field menus and operators (Document ID: 222).
Why is someone missing from a location-based list?
They may lack a geocoded address. Location filters only include contacts with a geocoded address.
Why does a person appear more than once in a location-based list?
Contacts with multiple addresses may match multiple location criteria, so they can appear more than once.
How do I tailor a CSV export to just the columns I need?
In Results, use the Hide column (eye) icon above the table to show or hide columns. Exports include only the visible columns. Full detail: Reviewing results and choosing columns for export (Document ID: 213).
Can I bulk-update data for everyone in a list?
Yes — Update custom fields lets you add or remove a value on a custom field across all results. Full detail: List actions in List Builder (Document ID: 221).
Can I add everyone in a list to an organisation?
Yes — Add people to organisation in the Actions stage attaches all results to the chosen organisation with a relationship.
How do I generate personalised letters for a list?
Use Bulk generate documents in the Actions stage. Your Word template must first be uploaded under Settings → Features → Document templates. Full detail: Generating bulk documents from List Builder (fallback fields) (Document ID: 267).
How do I build an RSVP follow-up list for an event?
In Conditions, add Event Name from the Events group and select the event, then add RSVP Status as a second criterion in the same rule — for example Attending or Did not attend. Use And logic, then proceed to Results and Actions. For the RSVP statuses your account can use, see Audience & bookings (Document ID: 196).
How do I quickly access important lists?
Click the Pin icon on the list's row to push it to the top of the page. Full detail: The Lists table and controls (search, pin, three-dot menu) (Document ID: 223).
Can I cancel a list download?
No. Once a list download starts it cannot be cancelled. It continues in the background until it finishes.