Lists are the starting point for almost everything we do in Connect. Whether it's a list of voters to canvass, or write to, or apply data to or analyse data from, you'll need to start by specifying the criteria for those voters and that's what Create a List is for. There are many components that can go into creating a list tailored to exactly what you want. Here is a quick overview of the different ways that lists can be created.
There are many different boxes in the Create a List page that contain various data points, but start by looking at the Districts tab where you can choose the area that you want to make a list of:
Checking your suppressions
Suppressions ensure that you are not contacting people that do not want to be contacted in a specific manner. They are all selected by default so you will need to alter them depending on the purpose of your list
If you want a full list of all your members or voters and you are not creating the list for contact purposes you can click Remove All Suppressions and the suppressions will disappear. However, you should still select Exclude Deceased.
Searches can have multiple different steps, so make sure to remove the same suppressions from subsequent steps as you did in the first one.
Adding additional steps to your search
Your first step can include as many criteria from as many different tabs as you like, but you will find that it provides a list of people who fulfil all the criteria from the different tabs you select - for example, a woman who is also a postal voter who also votes Lib Dem. Sometimes you want to choose to add a different group of voters, or exclude some people who are included in your first step. That's where adding a step comes in.
Once you have finished selecting your initial criteria, you can choose to Add, Remove, or Narrow people to your list.
Continue to refine your list using the Add People, Remove People, and Narrow People functions until you are satisfied with your list.
You are also able to Preview your Results (see image above) to see the size of your list. This gives you the opportunity to refine your list further by narrowing, removing, or adding to your list as necessary before running your search. This will help to ensure you have the size of list you want.
This page will show you how many people meet the criteria and are found on your list, how many doors you now have to knock on to reach all these individuals, and how many phone numbers we have on file for these individuals.
You can choose to further edit your search by clicking on Edit Search, giving you the option to Narrow, Remove, or Add people to your list (see image above).
From the My List page, you can then send your list to any of the tools within the database, such as using it to set up a Virtual Phone Bank, send it to print template letters, canvass using MiniVAN or Print your list.