List Overrides are a special setting within a Tag used to add or remove Constituents from manual or combined lists.
As with other Tags, List Overrides are shown in the Tag Categories panel on the Constituent profile,displayed in a different colour.
To add a List Override:
Select the Tag to be applied to the Constituent's Profile.
Add any details for the Tag within the fields.
Click on the tag you added and set Tag Excluded to Yes.
Click Save Changes.
The Tag will be shown in grey to indicate the constituent is excluded on the list.
The difference between an exclude (grey) tag and no tag
If you have a combined list (e.g. for sending out a newsletter) a constituent may be included on the list based on the filter rules for the list - i.e. their list override tags did not contain a blue tag for the list.
However if the constituent contacted you and said they didn’t want to receive the newsletter you can explicitly exclude them from the list by adding a grey exclude tag.
The difference between an include (blue) tag and no tag
If you have a combined list (e.g. for sending out a newsletter) a constituent may be excluded from the list based on the filter rules for the list.
However if the constituent contacted you and said they would like to receive the newsletter you can explicitly include them from the list by adding a blue include tag.
📌Note:
When a Donorfy list is synchronised with a Mailchimp list:
The list override tag controls whether or not the constituent appears on the list in Donorfy.
For the constituent to be sync’d to a Mailchimp list they must also have a valid email address and not be blocked for email.