Manage Groups

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Supporters: Managing Groups

Groups are an excellent way to organize your supporters by geography, interest area, or any other categorization you might come up with. You can add people individually to groups, or run queries of your supporter list and then add everyone who meets your query criteria to a group. Click here for information on how to Query Your Supporter List

To manage your supporter groups, click the Supporter Management tab, then choose Manage Groups from the sub-navigation menu:

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Creating a group

If you have added any groups to your account, you'll see a text entry field where you can enter a group name, and a button labeled "Create New Group:"

supporter_groups2.png then enter your group name: supporter_groups3.png

After a group is created, if you click the name of that group, you'll see an interface for changing information about that group:

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You can use the "New Group Name" text entry field and the "Create New Group" button to create multiple new groups, which will appear in the list of your groups:

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Deleting a group

To remove a group, click the name of the group in the list on the left hand side of the page, and then click the "delete group" link to the right of the group name:

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Adding a single supporter to a group

Once a group has been created, you can use the "Add supporter by email address" text entry box to add a single supporter to the group:

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If you add a supporter whose email address is already in the system, the existing supporter will be added to the group:

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However, if you add an email address which is not in the system already, a supporter record will be created for that email address, and the supporter will be added to the group:

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Their email address will show up immediately in the groups interface:

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And if you go to your supporter list (Supporter Management tab, then "Manage Supporters" then "List Supporters"), you'll see that the email address has been added to your supporter list:

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Removing a single supporter from a group

To the left of each supporter's email address in the group listing is a "Remove" link--if you click this and then click through the alert message that appears, you will remove the supporter from the group. Removing a supporter from a group DOES NOT remove the supporter from your supporter list.

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Sending a blast email to a specific group

Groups can also be used for targeting emails. To send a blast email to a specific group you will need to create a saved query and then target your blast at the query you've built. There are many options available using the advanced query tool, which are described in more detail. To create a query, go to the query builder in your supporter database and enter a reference name for the query you're about to define. Then from the drop down menu listing condition types, select "Groups", and leave the next option that appears set to "Is a member of". You will then see a list of every group currently setup with your account from which you can select one or more options. Click "Run Query", and the search criteria you've supplied will be executed and the query saved.

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Now, on step two of the email blaster, select the query you've defined from the list of available options under the heading of Target this email blast. Move on to step three, and after previewing your blast in several different email browsers and services, submit it.

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