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View or Edit Contacts on a List/Committee

Updated
The Goal: View the contacts on a List/Committee and edit an individual contact's membership in that list (role, email, join/drop dates, active status, and display order).

Before You Begin:

  • You need access to the List/Committee you want to view or edit.
  • You can view and/or add contacts to a List/Committee on the Contacts tab. NOTE: You can also add individual members to the list/committees from their contact page.

Microlearning Overview

[Video TBD]

View Contacts on a List/Committee

  1. Go to Contacts, click All Lists/Committees. A list of the lists/committees currently configured in your system will be displayed.
  2. Click the name of the list you want to view.
  3. Click the Contacts tab. A list of all of the contacts in the list/committee will be displayed. NOTE: The Include Public Subscriptions filter is applied, by default, to the list of contacts. To clear this filter, click the X to the left of the filter display.

Edit Contacts on a List/Committee

  1. Go to Contacts, click All Lists/Committees. A list of the lists/committees currently configured in your system will be displayed.
  2. Click the name of the list you want to view.
  3. Click the Contacts tab. A list of all of the contacts in the list/committee will be displayed. NOTE: The Include Public Subscriptions filter is applied, by default, to the list of contacts. To clear this filter, click the X to the left of the filter display.
  4. Click the Inactivate icon of the contact you wish to edit.
    Inactivate1.png
  5. The Inactivate window will open for you to confirm.
    Inactivate2.png
  6. Update the fields as needed:
    • You may add or edit a Role for this contact (this is a list/committee-specific Role and will not affect their contact record.)
    • If the contact has more than one email address, you can select the appropriate address for this list in the Email Address dropdown.
    • You may modify the day the contact joined the list in the Join Date field. By default, this date will be the day the contact was added to the list.
    • Adding a date to the Drop Date field will deactivate the contact in the list; they will remain as a historical contact, and will no longer receive any emails for this list.
    • You may drop a contact from this list by unchecking the Active box. The Drop Date will automatically populate with today's date.
    • You may keep the contact in the list, but prevent emails from being sent to the contact by enabling the Do Not Contact option.
    • You may update the contact's display order by modifying the Display Order setting.
  7. Click Done.

Common Pitfalls

  • Missing contacts in the list: The Include Public Subscriptions filter is applied by default and may hide contacts you expect to see. Clear the filter by clicking the X to its left if a contact appears to be missing.
  • Confusing drop with delete: Adding a Drop Date or unchecking Active deactivates the contact in the list rather than removing them — they remain as a historical contact and simply stop receiving emails for the list.

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