How to Create a SmartList using Donor Management

Let's Learn

• How to Create a Smartlist

To create a general SmartList please follow the steps below.

1. Login to Panorama
2. Click the launch button to access Donor Management or click the SmartList text on the donor management toolbar
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3. Click the SmartList tab on the left side toolbar once you have accessed the donor management of the account. 
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4. Click the "Create SmartList" to proceed with creating a new SmartList
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5. If choosing the blank template you will proceed with selecting the type of SmartList you want to use.
   1. Constituent SmartList will provide general constituent columns and filters (i.e., contact information, overall payment information, and the ability to bulk update constituent information like contact permissions, how display names appear etc...
   2. Donation & Payment SmartList will provide details payment data in association with constituent details.
   3. Pledge SmartList will provide details on pledges and general constituent details.
   4. Other SmartList will provided details on volunteer hours, notes, task, etc..
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6. After selecting the type of SmartList you need to create you will proceed with adding the columns associated with your SmartList first and then add any filters that apply if needed
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      2. Columns first and then filters to follow.
7. When Editing columns using the search bar to find the column you want to enter is the easiest and recommended approach to finding the columns you want to use.
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   2. Click the apply changes button upon adding the columns you want to use.
8. If you are looking for specific data such as a date range for payments received, using the filter feature to narrow down your data to manipulate what you need.
   1. For example, if you want to see data from a specific date, using the filter feature and narrowing it down to the specific date range will achieve this goal.
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This is a general guide in how to create a SmartList. 

There are also pre-populated templates that can be used as well. 

You can turn any SmartList into a Mailing list as well using the 3 dots next to the "Edit Columns" on your SmartList.

For more information on SmartList and Smartlist Management, click here. 

Next, let's learn more about Mailings!