THIS IS A 3 STEP PROCESS: WILL USE POLITICALLY ACTIVE FOR THIS EXAMPLE
1. CREATING THE “CUSTOM FIELD”
GO TO:
a. My Toolbox
b. Organization Profile (select Local)
c. Roster Custom Fields – Select the blue command button “ADD”
• Under the “Field Description” Type in your title, ex. Politically Active.
• Under the “Type” select the filter you prefer to isolate your criteria, ex. Yes.
• Once finished select the blue command button “ADD”.
You have now created a Custom Field.
2. ASSOCIATE THE “CUSTOM FIELD” TO THE MEMBER
GO TO:
a. Roster – Find/select the member you want to apply the Custom Field to.
b. Custom Fields
• Select the blue command button “ADD”.
• Click the - - under Custom Field, a drop down will populate of all Custom Fields that have been
created. Select the appropriate Custom Field you wish to apply to member, ex. Politically Active.
• Text Value will appear. This is where you apply your criteria for Engage to filter, ex. Yes.
You have now associated the member to the Custom Field you created.
3. CREATE DISTRIBUTION LIST TO INCLUDE CUSTOM FIELD
GO TO:
a. My Toolbox
b. Distribution Lists – Select Custom Fields – Show Filter
Click the - - under Custom Fields Filter and select the Custom Field you created.
• Once Finished select the blue command button “Apply Filter”
• You can now title your Custom Distribution List. Once created select “ADD”.
You have now created a Distribution List with a Custom Field.