It is easy to take the constituents that are in your SmartList and either add them to an existing mailing list, or a newly created mailing list!
To do this:
1. After logging into your Panorama account and launching Panorama Donor Management, click on SmartLists from the lefthand menu.
2. Select the SmartList that you are working with, or create a new SmartList.
3. Click on the three vertical dots to the right of the "Edit Columns" button (this is where you find your additional options).
4. Click on "Add to Mailing List"
5. The "Add to Constituents Mailing List" window will open.
I) If adding the constituents in this SmartList to an existing mailing list:
a. Click on "Select Mailing List" and select an existing mailing list from the drop-down.
Note: A list of existing mailing lists that match the type of SmartList you are working off of will
display.
b. Click on "Submit".
c. A message will briefly appear that says:
d. From the lefthand menu click on "Mailings" and then on "Mailing Lists".
The "Count" to the right of the mailing list you added these constituents to will include those constituents you just added. If you click on the name of the mailing list you can see a list of all of the recipients currently under that mailing list.
II) If creating a new mailing list to add these constituents to:
a. Click on "Create Mailing List" from the Add Constituents to Mailing List window.
b. The Mailing List window will open.
In the "Name" field type in what you want to name this mailing list.
If desired, enter a description.
Select the Type of Mailing List that you are creating (options are Constituents, Payments, Pledges, or Receipts).
Click "Submit".
c. If the mailing list was successfully created a message will briefly appear that says:
d. The "Add Constituents to Mailing List" window will open and you'll see the mailing list you just created in the Mailing List dropdown. Click the "Submit" button to add the constituents from your SmartList onto this newly created mailing list.
A message will briefly appear that says:
e. From the lefthand menu click on "Mailings" and then on "Mailing Lists".
You will see your newly created mailing list here. Under "Count" you can see the number of recipients in this mailing list. And if you click on the name of the mailing list you can see a list of those recipients.
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