Sending the same single email to various legislators and/or their staff members can be tedious and time consuming. Create lists in Knowlegis to send emails to multiple people at once. To create a list, hover over the Create menu in the top left corner and click List.
You will be presented with two list options in a pop-up window:
Role-based list- this list will be comprised of legislators and their staff members based on their specific positions. This list updates dynamically. So, as staffers change, Knowlegis refreshes the list with the correct, and updated, staffer information.
Role-Based List
A role-based list is the most commonly created list in Knowlegis. With this type of list, as staffers change, the lists will dynamically update to reflect those changes based on their new, updated position. As covered in Creating Lists, to create a role-based list, hover over "Create" in the top left corner and click "List." When the pop-up window appears, click on Role-based list, then Choose.
From the left-hand pane, start to build your list with the following filters: Staff Role, Staff Title, Issue Area, Party, Chamber, Legislator Staff, Committee Staff, Committee Member Staff, Caucus, Delegation, Voting Record and/or any Custom Tags that you have set up. Based on the filters used, the staff members that fit the criteria will show in your list. Should you choose to exclude a staff member(s) from the list, click the button.
If there are staff members who do not fit the criteria, but should be added to this list, you can search for them in the search bar above the results list. Add these staff members by clicking the button.
Once you are done creating your list, click the Save button in the top right corner to save the list. When the pop up appears, enter a name for the list and click Save.
Person-based list- this list is used to track specific staff members, regardless of position. This list is often used for event invitations.
Person-Based List
Start building your list by using the filters on the left side of the screen. You can narrow your list by Staff Role, Staff Title, Issue Area, Party, Chamber, Legislator Staff, Committee Staff, Committee Member Staff, Caucus, Delegation, Voting Record, and/or any custom tags that you have created. The list will display staff members in your list.
You can search for staff members to add or remove from your list by entering the names into the search bar at the top, center of the screen. Once the name is entered, click the . Alternatively, from the displayed list, for any member that should be excluded from this list, use the search bar above the list, or locate the name in the results, then click the
button. For any member that should be added to the list, click the
button.
Once you have completed building your list, click the Save button in the upper right hand corner of the screen. You will prompted to enter a name for the list. Once you have done so, click save.
Reach out to the people who are specific to your issue. With over 4,000 staffers, narrow them all down to targeted staffers to support your cause. Download the 1-Pager below to get a quick overview of best practices for creating a list in Knowlegis.
Best Practices:
How to EDIT a saved LIST?
To edit a list, go to REVIEW > My List. Choose the list you want to edit, click on the list title.
You will then have the options to REMOVE from list, ADD to the list, and then hit on SAVE it you are done editing your list.
Can we export the list?
Yes, you may export the list. After saving the list, you will have the option to EXPORT the list.
If you have any questions, please feel free to contact our CQ Support team:
Email: help@cq.com
Business Hours: 9:00 AM-5:00 PM ET, M-F
Contact number: 866-633-0789
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