You can create an e-mail mailing list for individual members (i.e., all members regardless of Member Type) by searching for individuals by Member Flag.
Note: You must have a password to send mass e-mail messages. Passwords are assigned by the system administrator.
To create a mailing list for all members:
-
Hover over the Modules tab in the main navigation bar. In the drop-down menu, click CRM.
-
On the CRM Overview page, click Find Individuals. The Find–Individual form will load.
-
On the Find–Individual form, ensure that the Member Flag check box is clicked. Enter search criteria for the group you want to add to the mailing list (e.g., members in Virginia) and click Go.
-
On the List Individuals page, click the Add Group to Mailing List
icon.
-
On the Add Group to Mailing List window, select a mailing list from the Mailing List drop-down list. To create a new mailing list, click the ADD
button next to the Mailing List field.
Creating a new mailing list from the Add Group to Mailing List form:
In the Mailing List Information window, enter a Name for the new list and select the type of list from the Type drop-down field. To add the type of mailing list to the Type drop-down list, click ADD
.
Enter a brief description of the new mailing list in the Description text box and click Save. You will be returned to the Add Group to Mailing List form.
-
In the Add Group to Mailing List form, enter the Dates for this mailing list to be available, if desired.
-
Click the Process and Add to Mailing List button to create the mailing list.
The number of records that have been added (based on the List used) is displayed at the bottom of the Add Group to Mailing List form. You may then click the Close Window button and begin using the Mailing List in eMarketing communications and templates.
