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Profile Lists

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Profile lists allow your nonprofit to manage groups of profiles within your system by reviewing members, sending communications, and managing the lists. Only users with an administrator role can create profile lists.

Create a Profile List

  1. Navigate to the CRM.
  2. Click Profiles on the navigation bar, and then click Profile Lists.
  3. Click Create List.create list button

  4. Enter the applicable Create New Profile List information, and then click Save New List.
    • Attaching an opportunity to a list is optional, and it may be removed at any time.
      save new list button

Profile List Actions

There are a number of available actions that can be performed on profile lists in your CRM. The available actions include the following:

  • Communicate with a profile list.
  • Edit a profile list.
  • Remove members from a list.
  • Copy a profile list. 
  • Archive a profile list.
  • Configure columns in a profile list.
  • Add a profile list to an opportunity.

Members can be added to a profile list. Profile Actions provides additional guidance.

  1. Navigate to CRM.
  2. Click Profiles on the navigation bar, and then click Profile Lists.
  3. Click the list name.list name
  4. Check the box next to the profile with whom you want to communicate.
    • Check the box near the Name column heading to communicate with all profiles on the list.
    • The number in the green circle indicates the number of profiles selected.
      profile checkbox

  5. Click the Actions drop-down menu, and then click Communicate.actions drop-down menu
  6. Enter the applicable Send Email information, and then click Send.send button
  1. Navigate to CRM.
  2. Click Profiles on the navigation bar, and then click Profile Lists.
  3. Click the name of the profile list you want to edit.list name

  4. Click Edit.edit button
    • You may also click the Actions drop-down menu, and then click Edit Profile List Details. actions drop-down menu

  5. Make updates to the List Name or the Opportunity, and then click Save.save button
  1. Navigate to CRM.
  2. Click Profiles on the navigation bar, and then click Profile Lists.
  3. Click the list name.list name

  4. Check the box next to the profiles you want to remove from the list.profile checkbox

  5. Click the Actions drop-down menu, and then click Remove Profiles.actions drop-down menu

If a profile list is copied and has an opportunity attached, the newly created profile list will be attached to the same opportunity. The opportunity can be removed from the list once it has been created.

  1. Navigate to CRM.
  2. Click Profiles on the navigation bar, and then click Profile Lists.
  3. Click the name of the profile list you want to copy.profile name

  4. Click the Actions drop-down menu, and then click Copy List.actions drop-down menu

  5. Name the list, and then click Save.save button
  1. Navigate to CRM.
  2. Click Profiles on the navigation bar, and then click Profile Lists.
  3. Click the profile list Status toggle to make a profile list inactive.
    status toggle
  1. Navigate to CRM.
  2. Click Profiles on the navigation bar, and then click Profile Lists.
  3. Click the list name.list name
  4. Click the View Settings drop-down menu, and then click Configure Columns.view settings drop-down menu
  5. Select the columns you want to display from the Select a Column to Add drop-down list, and then click Save.save button
    • Columns that have been selected will appear in the order they were selected.
      • Click the up and down arrows to change the order of the columns.
      • Click the trash can icon to remove a column.column actions

  6. Click the View Settings drop-down menu, and then click Save Column Filter.
    view settings drop-down menu

  7. Name the filter, and then click Save.save button

Profile lists can be added to an opportunity in different locations within your site. 

From a Profile List

  1. Navigate to CRM.
  2. Click Profiles on the navigation bar, and then click Profile Lists.
  3. Click the list name.list name

  4. Click Edit.edit button

  5. Select an opportunity from the Opportunity drop-down list, and then click Save.save button

From an Opportunity

  1. Navigate to Fundraising and click Opportunities on the navigation bar.
  2. Click the opportunity name. opportunity name

  3. Click the Attach Profiles drop-down list in the Profiles card and search for and select the list name. 
    list name

  4. Once all lists are selected, click Add.add button

The video below provides a brief overview of profile lists.

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