Creating Lists of Donors & Prospects In EveryAction

Create a List is EveryAction’s powerful tool for creating lists of contacts to reach out to or pull into a report. We’ll show you how to create lists of major, mid-range, low-dollar, and lapsed donors, sustainers, board members, and prospects so you can use these groups for Targeted Emails, direct response, calls, online ads, and other outreach channels. We’ll show you how to save these lists for later, and choose which people at your organization can see them.

  • Related packages: Development Basic, Standard, or Pro, and EveryAction 360
  • Workshop elements: Creating Saved Searches of major donors, mid-range donors, low-dollar donors, sustainers, lapsed donors, board members, and prospects; and sharing your lists with others
  • Who should attend: Anyone who needs to manage groups of donors and prospects

1:00-2:00 PM EASTERN