Monarch - List Builder - Building a List of Contacts

When you want to pull a list of contacts, you can utilize the List Builder tool to build a list of Contacts. In the list, you can also include some additional information on the Contact so you can get all the details you need.

  1. Select List Builder from the Navigation Panel under Lists on the left-hand side of your screen. 
  2. Click on the '+' Add New button at the top of your list builder landing page:
  3. Read the overview of the steps. Click Next.
  4. Step 1: Choose Contacts. Click Next.
  5. Step 2: Select Account Type: Lead OR Account Type: Prospect OR Account Type: Billing. Click Next.
    • Note: If your team does not use the Lead Account workflow, you do not need to include this Account Type in your criteria.
  6. Step 3: Choose the fields you'd like to include in your Contact List. Click Next.
    • Available Fields - If you can place it onto your custom list, then you’ll find it here. In order to add more fields to the Selected Fields you simply select the field(s) (either by single, Shift, or Control clicking them) and then use the right arrow. 
    • Move Left/Right– Once you have your items selected in the Available fields, click the arrow pointing to the right in order to move them to the Selected Fields. Just the opposite, if you no longer want a field in the Selected Fields, select them and then click the arrow pointing to the left in order to move them to the Available fields.
    • Selected Fields - Everything on this section will display on your custom list, in the order that they are listed. If you need to remove a field, simply select the field(s) (either by single, Shift, or Control clicking them) and then use the left arrow.
    • Move Up/Down - The items in the Selected Fields will display on your custom list in the order that they appear. You can quickly move items up or down in the list by highlighting them (via single, Shift or Control clicking them) and then clicking the Up and Down arrows.
  7. Step 4: Enter a unique Name for your List and click Save.
  8. You’re done building your list! Once Matrix has saved the changes to your list, you have two options. You can go to the List Builder (where we started) and build/run another list or you can view the results of the list that we just built. 




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