Follow

SmartList of Donors with (or without) Email Addresses

To create a SmartList of donors who have email

  • Choose the option to create a new SmartList.
  • Choose Donors and click Next.
  • Add criteria Set (Set 1): Phone/Email Info>Any Email Type To show donors who have a Primary Email check the Primary Email check box. To show donors who have any kind of email address click the Check All.
  • Click Next
  • Click on the blue Customize link (located on the right about the results list). Here you can then check the boxes of the fields you would like displayed including Email.
  • Click Ok when you are done customizing.
  • Click Next and then name and save your SmartList.

 

To create a SmartList of donors who do NOT have email

  • Choose the option to create a new SmartList.
  • Choose the option Create a new SmartList based on an existing one then choose the All Donors SmartList from the dropdown menu.
  • Click Next.
  • Click on the Don't Show tab.
  • Click on Add Criteria Set then click on the click here to select a criteria category option. Choose Phone/Email Info>Any Email Type To hide donors who have a Primary Email check the Primary Email check box. To hide donors who have any kind of email address click the Check All.
  • Click Ok. (This will remove all the donors that have email from the list)
  • Click Next and then name and save your SmartList.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk