Creating lists of related constituents

In this article:


Introduction

If you track relationships and reporting on them is important to you, you are probably aware that that you have been limited either to exporting all of your relationship data into a spreadsheet and manipulating it in Excel, or to having the option to view relationship data for a particular constituent only from within their individual record.

The good news is is that Related Lists, released in December 2016, allow you to pull giving data from related constituents into any search you create. They also make building lists more powerful in general because they open up a whole new way to use your relationship data that wasn’t possible previously.

Leveraging your relationship coding for better data analysis

To leverage the relationships you've defined in your account, you can create a list of related constituents that is based on their relationships to other constituents. Here are the four steps to follow:

  1. You create a list of constituents whose relations you want to view or report on
  2. Within this new list add a Related List of constituents who are related (you can select which relationship types to include)
  3. Once you save it, the related list becomes a list in its own rite
  4. The related list is now available as a search criterion anywhere you can search in LGL

What this means is that you can create a related list such as "Parents of the Class of 2016" or "Friends of Board Members" by building a list containing those in the class of 2016 or your board members, respectively. You can then search for this list from the Constituents, Fundraising, Mailings, or Activity tabs, or from anywhere in LGL where you can create an advanced search; for example, as you create a fund, campaign, event, appeal, mailing, or email directed at your related list.

Note: You may remember that previously the only way to pull a subset of constituents together in this way would have been to tag their record with a custom category and then perform a search on that category.

Caveats for building related lists

The requirements around building lists of related constituents are that:

Examples of the uses of related lists

Here are some examples of what a related list can be used for:

Build a related list

To build a related list, go to List Manager and build a list containing constituents whose relations you are targeting. Then, when you have saved your list, click the Related List tab for your original list to build your related list. Click the Add related list button:

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Choose the applicable relationship type/s for your related list:

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And then, once you have saved your related list:

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...you will be able to use it wherever you are creating a search to pull in these constituents, for instance, in creating an email or a mailing, or by exporting the results to create a report:

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