Action: Add to list/Remove from list

Add contacts to a tag list

One of the most common bulk actions applied to search results is adding contacts to a tag list. Tag lists give you an easy way to manually tag individuals whom you want to track as a group for any reason (for instance your key volunteers, or the people you need to follow up with this month). You can learn more about setting up and using this feature in the Tag Lists overview article.

Once you know which contacts you want to add to your list, you’re ready. This article will explain how to create a new list and add contacts. It will also take you through steps to edit the list and add or remove people later.

Add people to a tag list

From the Search Results page, select the contacts you want to add to your list. (If you need help running a search, check out the Use the Quick Search, Search by workplace, or Create and save a search articles.)

With the contacts selected, go to the Actions drop-down menu and choose Add to list.

You can choose to add the contacts to one of your existing personal or shared lists, or add them to a new list. For this example, we’ll choose to add a new list.

Enter a name for the new list and indicate whether you want the share the list with others (Shared), or have it visible only to you (Personal). Click Add to create the list and automatically add the contacts you selected in the previous step.

You’ll see a pop-up note that your contacts have been added to the new list.

Remove people from a tag list

Start by clicking the Lists link on the navigation panel.

Broadstripes will open the Lists page where you’ll see all of your active lists (both shared and personal).

Clicking on the number in the # of Contacts column will open a page showing all the members of that list.

From the list that appears, check any people who you want to remove from your list.

You don’t have to start from the Lists page to remove a person from a tag list. You can check any person displayed on any search results page, then remove them using the same steps outlined below.

From the Actions drop-down menu, select Remove from list.

Do not “Delete” a contact by mistake

Remember that you need to choose Remove from list from the Actions menu. Choosing Delete from this menu by mistake will permanently erase the contact from your entire project.

Choose the tag list you want to remove the contacts from and click the Remove button.

You’ll see a pop-up note confirming that your contacts have been removed from the list.

Actions – Add to list/Remove from list