Once you are happy with the records in your Results, move to the Actions stage (step 4 of the list builder) to do something with them. Actions are shown as cards grouped into four categories, and the page tells you how many records are included before you choose an action.
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 another existing list.
- 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.
Mail merge & document
- Bulk generate documents — generate a personalised document (for example a PDF) per record using a template. Your Word template must be uploaded via the Word add-in settings first; it uses SwiftFox mail merge fields.
- Run reports — generate reports from the results.
- Mail merge aggregation — combine multiple records into a single document.
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.
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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 to exclude contacts who are restricted on them. 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.
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Add people to organisation — bulk-attach all the people in your results to a selected organisation with a chosen relationship.
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 via the Word add-in settings first.