List Builder — Workflows: step-by-step

These end-to-end workflows show how to combine the List Details, Conditions, Results and Actions stages to achieve common goals. Each can be adapted to your own fields and segments. Each workflow ends with a pointer to the guide that covers it in full.

A) Create a live list of current members over 50

1. Go to Lists and click Create list.
2. List Details: name your list; leave People selected and check the List Type is Live, then click Next.
3. Conditions:
   • Rule 1 → Criterion 1: Profile Details → Category Type → include → Member (example — use your own membership field or category).
   • Criterion 2 (in the same rule): Profile Details → Age → greater than → 50. Ensure And is selected within the rule.
4. Click Next to preview the Results; show or hide columns as needed for reporting.
5. Click Save and close to save the live list. To act on it straight away, go to the Actions stage instead and choose Save as fixed list (optional snapshot), Export results, Bulk generate documents or Update custom fields.

Full detail: Building conditions — rules, criteria and AND/OR logic (Document ID: 219) and List actions in List Builder (Document ID: 221).

B) Convert a live list to a fixed snapshot

1. In Lists, locate your list.
2. Click the three dots → Convert.
3. Click Confirm. The list becomes a fixed list that no longer updates automatically. This cannot be undone and the list's conditions are removed — to keep the live list as well, use Save as fixed list on its Actions stage instead.

Full detail: Live lists vs fixed lists (and converting) (Document ID: 215).

C) Target contacts inside a custom geographic area

1. Click Create list, then Next to reach Conditions.
2. Click Add Criteria and choose Draw Area on Map.
3. Leave the operator as is and choose Street Address or Postal Address.
4. Click New selection, then choose Draw Circle or Draw Polygon and draw on the map.
5. Click Save Selection.
6. Proceed to Results to review, then use Actions (export, etc.).

Full detail: Boundary selection on Maps (Document ID: 216).

D) Export a report with specific columns

1. Open an existing list and go to Results.
2. Use the Hide column (eye) icon above the table to show only the columns you need.
3. Go to the Actions stage and choose Export results.
4. Wait for the bell notification; click it to download when ready. (The export includes only visible columns.)

Full detail: Reviewing results and choosing columns for export (Document ID: 213).

E) Bulk add a tag via custom fields

1. Build your criteria in Conditions (for example, form completers).
2. Go to the Actions stage and choose Update custom fields.
3. Choose the custom field, select Add (or Remove), set the value, and confirm to update all results.

Full detail: List actions in List Builder (Document ID: 221).

F) Build an event RSVP follow-up list

1. Click Create list, then Next to reach Conditions.
2. Click Add Criteria and choose Event Name from the Events group, then select the event.
3. Click Add Criteria again and add RSVP Status in the same rule — for example Attending, or Did not attend to follow up with no-shows.
4. Use And logic within the rule.
5. Preview in Results and act in Actions (bulk documents, export, etc.).

The RSVP statuses offered depend on your account — see Audience & bookings (Document ID: 196). For the other Events fields, see List Builder field menus and operators (Document ID: 222).