Organizing Your Contacts into Groups
The system automatically uses groups to keep track of the contacts in your
list who:
- Have not made a donation so you can easily send these non-donors another
email to remind them about your fundraising activity
- You have never emailed yet (for example, new contacts you have entered or
imported since the original support appeals were sent out) so you can be sure to
send them your appeal for support
- Are your teammates so you can communicate with them about meetings, the
event, and so on
- Are not on your team so you can send these non-teammates an email to recruit
them for your team
- Have made donations so you can be sure to email a personal thank you
You can quickly and easily email the contacts in a group by selecting the
Group name and then clicking the Compose Message action.
You can also create your own groups (for example, a Coworkers group or a
Family group) and add the appropriate contacts to them to make it a snap to
send them all a certain email at one time. For example, you can put all of
your immediate family members in a group that you name MyFamily to send them
a different appeal for support than your coworkers or the friends you ride
bicycles with (who you can put into a different group).
You can create a group and add members to it or select contacts
and create the new group with the selected contacts as members. All
groups that you create display in the groups drop-down list on the
Contacts page so you can select a contact and add that contact to
a group.
If your Contacts list spans across more than one page:
You can work only with the displayed contacts. To add contacts from multiple
pages into a group, you must select each approprpiate contact from the
displayed page and add them to the group before moving to the next page
where you can select additional contacts to add to the group.
Click one of the following links to more learn about:
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