Custom Lists let you group members into reusable, named lists that you can use again and again. Instead of filtering your member table every time you need the same group of people, you save that group once and pick it whenever you need it, for example when sending a member alert. A list can be built from any membership type and can be edited after it is created.To access Custom Lists, go to Membership in the left sidebar and click Custom Lists.

Creating a Custom List

Click + New Custom List in the top right corner to open the list builder. Give the list a name, optionally add members to it, and save it.

Step 1: List Name

Enter a name for your list, for example “APPNA Voting List” or “Mother and Child Care.” This field is required and the name must be unique within your organization, so you can always tell two lists apart when you select one later.

Step 2: Add Members

Adding members is optional at this stage. You can build the list now or create it first and add members later. To add members:

• Membership Type — Select a membership type from the dropdown. Members load only after you apply a membership type filter, so nothing appears in the table until you do this.
• Apply Filter — Click to load the members that belong to the selected membership type.
• Filter by name or email — Search within the loaded members to find a specific person quickly.
• Select members — Tick the members you want to include. The counter above the table shows how many members are loaded and how many you have selected.
• Clear — Resets the membership type filter so you can load a different set of members.

You can repeat this for more than one membership type, so a single list can hold members from different plans.

Step 3: Create the List

Click Create list to save it. The list now appears on the Custom Lists page and is available anywhere lists are used, such as the audience selector when sending a Member Alert. Click Cancel or Back to lists if you do not want to save it.

Finding a List

Use the Filters panel at the top of the page to narrow down what is shown:

• Custom Lists — Select a specific list from the dropdown instead of viewing all of them.
• Name — Search for a list by its name.
• Apply filter — Runs the filter, and Clear resets it back to all lists.

Understanding the Custom Lists Table

Each row in the table shows one saved list:

• Actions — The three dot menu with the options available for that list.
• List Name — The name you gave the list. Click the column header to sort alphabetically.
• Members — How many members are currently in the list.
• Created — The date the list was created.

The total number of lists is shown on the right of the table header, and the entry count and pagination controls appear below the table.

Managing Custom Lists

From the Custom Lists table, click the three dot menu in the Actions column of any list to manage it. From there you can open the list to view or change its members, rename it, or delete it permanently. Deleting a list does not delete the members inside it, it only removes the grouping.