Step 1: Start Creating an Email Group
To begin creating an email group, you have two options:
Select "Email Groups" from the Admin Panel and choose "Create new Group";
While composing a bulk email, opt for "Create Group" within the "Select Group" option.
Step 2: Define Email Group
No matter which path you choose, you'll be prompted with a dialogue box where you can:
Name the Group: Assign a reference name like 'Batch of 1986' or 'Lives in California'.
Add Members: Choose from profiles on the platform or upload an Excel sheet.
Step 3: Add Members
There are two primary ways to add members to your group:
Define a Segment from the Directory:
Select "Click here to define the query" to navigate to the directory page.
Utilize search filters to choose profiles.
Filters include Class, Education, Location, Employment, and registration status. If you can't see filters or the submit button, maximize the pop-up window.
Choose Specific Members:
Click "Click here to select"
Pick profiles from the pop-up that appears.
Step 4: Finalize the Group
After defining your group and selecting profiles, the information will be auto-filled in the earlier window. Simply click "Create Group" to finalize.
Once done, this group can be used for bulk emails.
To edit it, go to the admin panel.
Your email group is dynamic and will automatically update based on the profile changes your alumni make. The one exception would be groups created via an uploaded email list from Excel.
📝Note: Unlisted records do not reflect on the email group if it's created using the User Directory.
Please write to us using the Intercom Chat Bubble 💬 if you have any queries or concerns about adding funds. 😄