Nonprofit contact lists built around the people you need.

Spend less time sorting contacts and more time planning a useful follow-up. Bring the right supporters together, save your selections and check who is included before you reach out.

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Contact list and inclusion/exclusion rules screenshot · Placeholder

What are donor lists?

Donor lists bring together the people relevant to a particular task, such as an appeal or volunteer invitation. Save the details you want to select by, run those choices when you need an update, and review the people before reaching out.

  • Start with stored context

    Use tags, groups, form responses and supported contact fields.

  • Leave out the wrong people

    Apply exclusions after inclusion rules have added their matches.

  • Review before follow-up

    Check the resulting audience before using a separate communication workflow.

Give every audience a purpose.

Build a useful list from what you already know.

Give each list a clear purpose, then find people using the information you already keep. Bring together volunteers, supporters with a shared interest or people who responded to a connected form.

Keep in view

  • Find people by tags, groups and other recorded details.
  • Bring together respondents from a connected form.
  • Save your choices for the next time you need them.

Rules with a clear next step.

Refresh the list. Keep the final check.

Save or run your choices to add matching contacts, then remove the people you have chosen to exclude. Existing members stay unless you remove them or apply an exclusion, so review the audience before following up.

Put it into practice

  • Include people who match any of your saved choices.
  • Exclude groups who do not need this follow-up.
  • Check the final list before preparing a message.

Illustrative scenario · Fictional information

A more focused invitation.

A fictional community fundraiser wants a short audience list for its next volunteer briefing.

  1. Include contacts tagged as event volunteers or belonging to the volunteer group.
  2. Apply an exclusion for the briefing’s already-registered group, then run the rules.
  3. Review the final people and contact preferences before preparing an invitation.

Preparing this list does not send the invitation. Your team reviews the audience and message first.

Questions about donor lists

Create a named list using details you already keep, such as tags, groups and form responses. You might bring event volunteers together or prepare a group for a particular appeal, then review the people before reaching out.

Yes. If you have recorded their registration in a group or another supported field, use that information to exclude them. Exclusions remove matching people after the list adds new matches.

Yes. Save your selections and run them again instead of picking every contact by hand. Updates happen when you save or run them; lists do not refresh continuously in the background.

Yes. A form connected to a list can bring together respondents who have contact records, including existing responses. This gives you a starting point for following up with people who have expressed interest.

You can include people from several groups or other saved criteria. Someone who matches any one of those choices can be added, alongside people already on the list.

Review the members and use exclusions to remove people who should no longer be included. Someone already on a list does not leave automatically just because they stop matching the criteria used to add them.

No. Organizing the list and sending a message are separate steps. You can check the recipients, their contact preferences and your message before sending.

Build the audience. Keep the final check.

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