List & Contact Management

Why don’t I see a “Delete” link on some of the lists?
The delete link is automatically disabled by the software if the list has been previously used to send a campaign. If you need to delete a list, delete th...
Wed, 17 Mar, 2021 at 2:38 PM
How do I edit the Email/Recipient List Name or Category?
To edit the name or category of a particular email list, go to the Contacts page in Email Marketing Module and select the list that you would like to chan...
Thu, 20 Oct, 2022 at 5:18 PM
How do I see recipients that are unsubscribed?
To see the records that are unsubscribed, please go to Email Marketing > Contacts and then click on the All Recipients button just below the green LI...
Wed, 17 Mar, 2021 at 2:42 PM
How do I delete an Email List?
On the Constituents grid, in the left column, you can select an Email List(s) to see the contacts who have the entry(s). You can use Actions>Batch Update...
Tue, 26 Mar, 2024 at 2:46 PM
What is a Join My Mailing List (JMML) widget?
A Join My Mailing List widget creates a box that you can embed into your website that allows website visitor to subscribe to one or more of your email list ...
Thu, 20 Oct, 2022 at 5:28 PM
How do I allow donors to subscribe to mailing lists?
You have two options for subscribing donors to your mailing lists. One is by using the unique URL link created in the Email Marketing Module on the Contacts...
Wed, 24 Jul, 2024 at 5:04 PM
Can a user unsubscribe from a list?
A donor or constituent can unsubscribe from all future emails by clicking the unsubscribe link at the bottom of your email marketing messages.  A constituen...
Thu, 20 Oct, 2022 at 5:37 PM
How do I manage my email list subscription options?
Email List Categories Subscription options are managed using Email List Categories. Email List Categories are like areas of interest and allow you to gr...
Thu, 12 Sep, 2024 at 6:50 PM
How do I create an email list?
You can create email lists from the Actions menu from the main grids like the Constituent, Events, Gifts and Membership grid. You can also import an Excel o...
Wed, 28 Aug, 2024 at 3:53 PM