How to Create a Static Contact List
Our static contact lists are set lists where you can manually add contacts into a contact list in your Eleo database.
There are 4 ways you can utilize your contact lists:
- View your contact list directly in your database for informational purposes.
- Download your contact list in either Excel, CSV, or PDF format.
- Utilize your contact list by filtering for it with the contact list drop-down in our Standard Reports or the Contact Search under the Advanced Search Criteria area.
- Use your contact list when you filter in the Mailings Module.
How to create a static list in Eleo:
- Navigate to Contact Lists and click on 'Add Contact List'.
- Name your list, change the list type from Dynamic to Static, leave the toggle for Active turned on, and click on 'Save' in the upper-right hand corner of the screen.
- Click on "Generate Preview" to retrieve the contact information from the list of contacts in your static contact list. If necessary, you can use the available export options.
- Click on 'Add Contact' and select the contact(s) that you would like to add to this contact list. When you're ready, click on 'Select'. This will add what you picked into the Inclusions section.
