I need to get an email out tonight to club members. I thought I knew how to do this, but the only groups that show in my drop down list are the “contact types”. And the only way I know to add someone to a contact groups is adding them one by one.
I have read ways to add club members in the documentation, but my software doesn’t have any of those pages that I see in the instructions.
Can someone direct me how to do this?
This page is your friend:
https://documentation.vin65.com/Contacts/List-Builder
Use the Club Options thoughtfully.
You can also email members from club processing:
https://documentation.vin65.com/Store/Clubs/Club-Processing#Club-Members
Thanks, I think that I looked at all those pages. The options on the list builder just were not showing up.
OK, now I am seeing a pattern. Some of my contact lists have “*” beside them and some don’t. Those with a " * " don’t show me options, nor is there a delete button at the end of the page.
But the ones without an " * " do show options, and I can also delete them.
What does the " * " at the end of the name in the list of them all mean?
Thank you for your help.
The * indicates a list based on Contact Type.
I think that I figured it out. The ones with " * " are the ones created with contact types, but I can create a list in list builder for a particular club without creating a contact type. Those do not have " * " by them.
Thank you for your help. Panic was just setting in since I need to get these off tonight.
Thank you, that is the right answer.
I have encountered this same problem and in doing so found that people who should be in a * contact type, were not. Is there a way to bulk add a contact type?
“Place into Contact Type” - scroll down a little:
https://documentation.vin65.com/Contacts/List-Builder#Generate-List
