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Person-Based List

Creating a person-based list will allow you to specify which individuals would be the recipient of an email that is being sent, regardless of position, party affiliation or any other unique identifier. As covered in Creating Lists, to create a person-based list, hover over Create in the top left corner and click List. When the pop-up window appears, click on Person-based list, then Choose.

 

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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. 

 

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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 2023-01-23_18-09-38.jpeg. 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 2023-01-23_18-11-15.jpeg button. For any member that should be added to the list, click the 2023-01-23_18-10-11.jpeg 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.

 

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