Manage Contact Lists

Managing contact lists in BetterUnite ensures efficient communication, targeted outreach, streamlined event coordination, and better engagement tracking.

There are 2 types of Lists:

1) Static Lists: these are lists that you can manually add one or more contacts to at anytime.

2) Dynamic Lists: these lists are essentially "saved searches", where you define a filter criteria and the system automatically assigns contacts that meet that criteria to that list. You can convert a dynamic list to a static list if you need to manage the contact assignment to this list manually.

To create a static list within BetterUnite, please refer to the instructions provided here.
To add contacts to the list you’ve created, follow the steps outlined here.

Once a list is created and contacts have been added, you can manage the contacts within the list by navigating to:

- Contacts>Contacts and Donor Management
- From the contacts page, go to Lists>Manage Lists
- Or Contacts>Contacts and Donor Management>Contact Lists

This page outlines several options for managing your groups, including editing the group name, adding contacts, and deleting a group you’ve created.

Need Additional Help?

We're here to assist you in any way we can. Don't hesitate to reach out to support@betterunite.com

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Manage Contact Lists

Create contact lists within your BetterUnite CRM to better help you segment your donors and contacts into specific lists for better engagement and outreach, especially using the BetterUnite Email Marketing tools.

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