How to Create a Static Contact List
Static contact lists are lists of contacts that you manually add and manage in your Eleo database. You can also create a static contact list from the results of a Standard Report.
Unlike Dynamic Contact Lists, the contacts in a static list do not automatically change based on criteria. The contacts included in a static list are the contacts added to the list at the time it is created or manually updated.
Ways to Use Contact Lists
There are several ways you can use your contact lists in Eleo:
- View the list: View the contacts included in your list directly in your database.
- Export the list: Download your contact list in Excel, CSV, or PDF format.
- Use the list in reports: Select your contact list from the Contact List drop-down when running Standard Reports or searching contacts under the Advanced Search Criteria section.
- Use the list for mailings: Select your contact list when filtering recipients in the Mailings Module.
- Create a static list from a Standard Report: When running a Standard Report, you can use the Add as Contact List button to create a static contact list. The list will include the contacts returned by the report at the time the report is run. The list will not automatically update if the report results change later.
How to Create a Static Contact List
1. Add a new contact list
Navigate to Contact Lists and click Add Contact List.
2. Set up your contact list
Enter a name for your list. Change the List Type from Dynamic to Static.
Make sure the Active toggle is turned on, then click Save in the upper-right corner of the screen.
3. Add contacts to your list
Once the list has been saved, you will see an option to manually add contacts to the list.
4. Search for a contact
Click Add Contact to open the contact search screen.
Enter the contact's name or other identifying information in the corresponding search field to locate the record you want to add.
5. Select the contact
When you locate the contact, click the row containing their information. A checkmark will appear in the selection column on the left.
You can select one contact or select multiple contacts from the search results. When you are finished making your selections, click Select.
6. Review your selected contacts
The contacts you selected will now appear under the Inclusions section of your contact list.
7. Add or remove contacts
Continue adding contacts until your list is complete.
If you need to remove a contact from the list, click the Remove icon to the right of their name.
8. Generate a preview
Click Generate Preview to view the contact information included in your static contact list.
If needed, you can use the available export options to download the list in your preferred format.
Creating a Static List from a Standard Report
You can also create a static contact list directly from the results of a Standard Report.
When you run a Standard Report, click Add as Contact List to create a new static contact list containing the contacts included in the report results.
The contacts are added to the static list based on the report results at the time the report is run. If the report criteria or database information changes later, the static contact list will not automatically update. You can manually add or remove contacts from the list as needed.