Marketing Lists 

 

Marketing Lists provide a way to group constituents and contacts so you can communicate with them through newsletters, promote events, and send updates in bulk.

Types of Marketing Lists

 

Marketing Lists can be found in the Donor Management Workplace under Mailings. There are two ways for you to organize your marketing lists:

 

 

Static Marketing Lists- Members are assigned manually by you. Most often used when changes to member’s records won’t affect the marketing list. An example of a Static list could be “2023 Board Members.”

 

Dynamic Marketing Lists- Defined by chosen filters, including all records that fit the filtered criteria. Members may fall off or be added to the list based on changes to their records. An example of a Dynamic list could be “All Email Contacts” which would allow you to allow you to bulk-send an email to all contacts within akoyaGO.

 

 

 

Creating a Marketing List

 

 

Click New+ in the command bar. 

 

• Name: enter a brief description of the list
• List Type: choose Static or Dynamic
• Targeted At: choose whether the marketing list is for Constituents (Account), Contacts (Contact), or prospective candidates (Lead)

 

Click the Save button.

 

  

Adding Members to Static Marketing List

 

To add members to the Marketing List, select the Members tab and click Add in the subgrid.

 

Look up a contact by name or click on the Magnifying Glass icon to show a full list. Click Add.

You can also create a new contact by clicking the + New Contact button. 

 

 

 

Adding Members to a Dynamic Marketing List 

 

 

Once a dynamic marketing list has been saved, click on Manage Members.

 

 

 

 

When filtering for members in a dynamic list, you have a few options: 

 

• In the “Look for” field, select an entity to base the filters on (Contacts, Donor, etc.) You can then choose to select a “Use Saved View” if there is a specific view within that entity you’d like to work from. This will automatically pull in all the filters from the saved view. You can also choose to add more filters once the view has been pulled in.

 

• After selecting the entity to base the filters on, you can forego a saved view and start adding new filters from the same window. You can use several filters related to the entity in the “Look for” drop-down, as well as filters stemming from a separate entity. 

 

 

 

 

 

In the example above, the 3rd filter has been directed to pull in a filter from a separate entity (Event Attendee.) Instructions on how to do this can be found below:

 

 

 

•  Click on the +Add button and select Add related entity

 

 

 

 

 

 

 Choose the entity that will contain the filter you are looking for

 

 

 

 

 

 

 

 Choose the field from the entity and filter in a way works best for your list

 

 

 

 

 

After all the filters you need are set, click on the Find button. If you do not get the results you anticipated, click on Back to Query and adjust your search parameters. If the query brought back the results you expected, click on Use Query.

 

Click on Save to save the query for your member list.