Lists
This guide walks you through the process of creating, managing, and utilizing lists within the Momentum platform to organize and engage with your donors effectively.
Last updated
This guide walks you through the process of creating, managing, and utilizing lists within the Momentum platform to organize and engage with your donors effectively.
Last updated
For our visual learners, please click here for a video tutorial.
Navigate to Momentum to get started.
Click on the Constituents tab (previously labeled Donors).
Select Lists to manage your existing lists or create a new one.
Click on Add New List to generate an empty list.
Click into the list and name it appropriately.
Use the Add Constituent search bar to look up individual names.
Select and add donors to the list.
You can add multiple donors by typing their names and selecting them as they appear.
Use the Import Constituents form to add donors in bulk.
Enter system record or contact IDs (one per line) to identify and import donors.
Click Import to add the donors to your list.
The system validates the records and confirms if the IDs are correct.
Purpose: Designed for one-off groupings of donors, typically for proactive outreach.
Use Case: Ideal for grouping donors for specific campaigns, such as inviting them to an event or sending personalized follow-ups.
Purpose: Used to organize donors for long-term engagement and tracking.
Use Case: Useful for managing donor relationships over extended periods with ongoing outreach and automation.
Open the list you created to view its contents.
Confirm the donors included in the list.
Click New Action to apply a task or outreach to all donors in the list.
Set a task, such as sending an initial touchpoint or a follow-up email.
Schedule the action (e.g., send the first touchpoint tomorrow).
If the outreach is part of a larger campaign, create a reusable template.
Use the Mail Merge feature to apply consistent language and personalize content dynamically.
Select the list and apply the template.
The system drafts messages with the predefined content for all selected donors.
You can review and personalize each message as needed before sending.
After applying the template, review all drafted communications.
Make any necessary adjustments to personalize the messages.
Ensure the subject line and content are ready.
Click Send to deliver the messages.
The system logs the outreach and syncs the information back to the CRM.
After sending communications, monitor responses in your Inbox.
Scheduled follow-ups and automated workflows ensure continued engagement.
Track outcomes and adjust future outreach based on donor behavior.
Slow Import or Missing Records: Double-check record IDs and ensure they match system data.
Tailoring Messages: Review personalization tokens in templates to ensure accurate information.
Automated Follow-Ups: Set up automation for long-term engagement in segments to maintain donor relationships.
Naming Conventions: Use clear, descriptive names for lists to easily identify their purpose.
Regular List Reviews: Periodically review and update lists to maintain relevance.
Leverage Segments for Long-Term Engagement: Use segments for ongoing donor management and deeper relationships.
By following these steps, you can efficiently create, manage, and engage with your donor lists using Momentum to maximize outreach success and deepen donor relationships.
