Distribution Lists are dynamic lists that capture specific information pertaining to the Members in your organization. With this tool you can create Lists of Members that match certain criteria (e.g. Active Members who live in Maryland). Distribution Lists are not private to a user. Created listed are available to anyone who has permissions to use Distribution Lists.
How to Create a New Distribution List
- Open the Distribution Lists folder under Membership > Communicate.
- Click the New Distribution List button at the top of the page.
- New Filter selection will become available to you after selecting to create a new list.
Give the Distribution List a Name. In the New Filter section: select all filters that are applicable to the information you wish to produce on your list. Start with the Related Table list. This will allow you to select what area of the ENGAGE platform you wish to pull the information from.
Select all filters that you wish to apply to your Distribution List from the corresponding drop-down list options. Each Selection should have an end-value associated to the information filter. Click the + Save Distribution List button when finished. Your member data will automatically filter based on the criteria you have selected. Click on the Show/Hide Table
In the screenshot below, the Roster is being queried for anyone who has an Employer of ‘Local 1 Employer 1’, who also has a Membership Status equal to ‘Active’ OR ‘Leave of Absence’, and has a Membership Type equal to ‘Member’.
You can continue to add new filter selections to further narrow down your Distribution List members.
To edit or run an existing Distribution List, select it from the dropdown menu.
You can use Distribution Lists for the following:
1. Communications – Text messages, E-mails, Surveys, and Letters.
a. Please see the document Membership – Creating a Communication.
2. Organizing your Roster
a. Navigate to the Roster via Membership > Connect
b. Select a Distribution List from the dropdown menu.
