Lists are a convenient way to store a set of people that you want to send emails to. That might be your current members, the participants for an event, or the list of people you need to chase for payment.

Filter Sets

Filter sets give you a set of people who match those filters at the time you use the filter set. When you send the email, it will go to all those people who match the set of filters. The best example for this is “Current Members”. For example if you create the filter set in January, and then 3 people join the society during February, when you send an email to the Current Members in March, those 3 new people will automatically be included in your mail out.

Static Lists

Static lists are a set of people. Use the filters to select who you want to add to the list, and save. That set of people won’t change.

Creating a List or Filter Set

In the Users section, click on Show Options just above the list of people. Use the filters to select the set of people that you want. Then in the Actions section, either save the list or the filter set.

Using the List or Filter Set

In the Users section, click on Show Options just above the list of people. At the top, there are dropdowns for you to be able to select either a list or a filter set. Then click on Apply Filters. Then in the Actions section, you can choose to send an email or newsletter to that list.

If you are using a saved filter, the screen will automatically show what filters were used.

Sharing Lists and Filters

Any list or filter that you create is automatically shared with other administrators.