Once you are happy with the records in your Results, move to the Actions stage (the last stage of the List Builder) to do something with them. Actions are shown as cards grouped into categories, and the page tells you how many records are included before you choose an action. The groups and cards you see depend on the list's category, which is shown at the top of the stage — the groups below are those on a People list. A list built on another record type offers a different set; an Organisation list, for example, has no Reporting group.
Lists
- Save as new list — create a copy of the list with a new name.
- Save as fixed list — capture the current results as a fixed list: a point-in-time snapshot that no longer updates. This leaves your original (live) list intact. Use it before a campaign send, or to record exactly who matched on a given date.
- Add to existing list — add all the records in your results to an existing fixed list. (Live lists can't be added to by hand — their membership comes from their conditions.)
- Exclude from existing list — remove all the records in your results from an existing fixed list.
Communication & outreach
- Create Meta audience — create an audience from the selected records for use with Meta (Facebook / Instagram) advertising.
- Create email campaign — send an email campaign to the selected records.
- Create call list — create a call list from the results.
- Create visit lists — convert the results into one or more visit lists.
Exports & updates
- Update custom fields — perform a bulk custom field change across the selected records. Choose the custom field, select Add or Remove, set the value, and confirm to update all records at once.
- Export results — download the records to a CSV file. Choosing this opens the Export results drawer, which lets you control restricted contacts:
- Include restricted contacts — restricted contacts are excluded by default. Turn this toggle on to include every contact in the list regardless of their contact restrictions.
- Channel — with the toggle off, choose one or more channels; contacts restricted on the channels you select are left out of the file. The options are Email campaigns, Calls, Visits, Bulk SMS, Direct mail and Meta audience. For example, when exporting for an external SMS run, select Bulk SMS so anyone with an SMS restriction is left out automatically. You can select multiple channels.
The export includes only the columns currently visible in the Results table, so set your column visibility there first (see Reviewing results and choosing columns for export). Large exports run in the background; a bell notification with the download link appears when the file is ready.
- Add people to organisation — bulk-attach all the people in your results to a selected organisation with a chosen relationship.
Mail merge & document
- Bulk generate documents — generate a personalised document per record using a Word template with SwiftFox mail merge fields. The drawer runs in three steps: Template, Fallback fields and Complete. The template must first be uploaded under Settings → Features → Document templates — see Uploading and organising document templates in Settings. Full detail: Generating bulk documents from List Builder (fallback fields).
- Mail merge aggregation — combine multiple contacts into one mailing record for physical mail-outs (grouping households or families, setting salutations and address priority). Full detail: Mail merge aggregation (print-ready mailing export).
Reporting
- List statistics — count the people matching the list's conditions, grouped by a geography type (suburb, electorate, LGA and so on) or by a custom field, with optional distinct-address and gender counts. The counts can be downloaded as a CSV. Full detail: List statistics (counts by geography or custom field).
Notes
- Exports reflect visible columns — adjust column visibility in Results before exporting.
- Large exports run in the background — retrieve them via the bell notification when ready.
- Bulk generate documents requires your Word template to be uploaded under Settings → Features → Document templates first.