Data Studio on Almabase offers a seamless way to create email groups using various filter options. This guide provides a step-by-step process for creating an email group. For demonstration purposes, we have used "Class year" as the filter below, but you can apply a filter to any field to create an email group.
Step 1: Filter Records for the Email Group
Go to the Data Studio section in Almabase.
Apply a filter for "Class Year" and select the specific year, such as 2000, to display only those records.
Step 2: Select Filtered Records
Click the checkbox next to the column headers to select visible records on the current page.
To select all filtered records, use the "Click here to select all [number] records" option.
Step 3: Create the Email Group
Navigate to "Admin Actions" > "Communication Center".
Select "Create an Email Group".
Enter a name for your email group.
Choose the type of email group:
List: A static list of selected records. Members will not be updated automatically.
Segment: An updating group based on applied filters. New users meeting the criteria will be added automatically.
Learn how to compose an email here.
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