How to Create a Static List

Our static lists are set lists where you can manually add contacts into a list in your Eleo database OR a List will be Static if you select the 'Save to List' option on a Report. Meaning it will save everyone on the report from the criteria at the time you ran it.

There are 4 ways you can utilize your lists:

• View your list directly in your database for informational purposes.
• Download your list in either PDF, Excel, or CSV format.
• Utilize your list by filtering for it with the List drop-down in our Standard Reports.

• Use your List when you filter in Step 4 of the Mailings Module.

  
  

Here are the step-by-step instructions on how to manually create a static list in Eleo.

1) Navigate to Lists and click on Add List.

2) Name your list, set it to Active, and change the drop-down for List Type from Dynamic to Static.

3) Click on Save in the upper right-hand corner of your screen.

4) Click on Add Contact in the Contacts Added To the List section.

5) Type in the contact that you would like to add in the Look-up search bar and click on the Search

button.

a. Once you have found the record you are looking for, click on it, and press Save.

b. Repeat steps 4 through 5a if you would like to add additional contacts to your Static

List.

6) Next, click on the Contacts tab of your list to review it.

7) These are the rows you will be presented with and are hard-coded as a part of our lists. If

you need additional information (Ex. gift data), we recommend checking out our standard

reports and using the List drop-down to utilize your list.

You may click on Exclude to manually remove a contact from your list, and on View

to navigate to the Contact Record of a contact that is on your list to visit their

information.

8) Once you have finalized your list, you can download it in either PDF, Excel, or CSV format by

navigating to these buttons in the upper right-hand corner of your screen:

You have successfully created a static list!