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Overview
Communicating with your entire membership at once is sometimes the best method, especially when sending out important communication that is relevant to all members. When communication only applies to a group of members, it is best to use target marketing in emails to effectively deliver the message. In order to use target marketing, Dynamic and Static Groups should be employed. Dynamic Groups automatically add members based on defined rules from the Directory and accounting system. Static Groups are created by manually adding members, or allowing for opt-in/opt-out groups. Use Case(s) Dynamic and Static Groups are best used when using target marketing to send detailed communication to member groups. Dynamic Groups are set by defined rules that pull from the Directory or accounting system. Dynamic Groups may be groups such as: birthdays this month, balance overdue, or membership type. Static Groups are created by manually adding members to groups, but these groups may also be opt-in/opt-out, so that members may choose to be included in the group. Static Groups may include: Bridge Club, Board of Directors, or to receive a monthly Social Newsletter. |
Video
This video contains highlights from a training Webinar given on Dynamic and Static Groups.
Note: Sections of the video have been referenced below with corresponding times in the video for ease of access
Total Video (Length) | 11:24 |
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Types of Groups | 1:12 |
Creating Dynamic Groups | 4:56 | ||
Accessing Groups | 2:26 |
Adding Rules to Dynamic Groups | 5:30 | ||
Creating Static Groups | 2:58 |
Exporting a Dynamic Group | 6:18 | ||
Adding Members to Static Groups | 3:23 |
How Members Join Opt-in Groups | 9:45 | |||
Dynamic Groups Overview | 4:08 |
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Content
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Group Definitions
Static Group: groups that include specific members that were placed there manually. These can be inclusion or exclusion groups.
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