Groups

Owned by Emily Latham
Last updated: Jan 27, 2023 by Emily Carlson
2 min read

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.

Required Permissions

  • Admin

Group Definitions 

  • Static Group: groups that include specific members that were placed there manually. These can be inclusion or exclusion groups.

  • Static Opt-In Groups: special static group that allows members to opt-in to the group. Members can opt-in/opt-out by accessing their Profile page in the Member Directory.

  • Dynamic Groups: groups that automatically include members based on rules you define from the Directory or accounting system. 

Note: in order for any of these groups to work properly, all information in the Member Directory must be up-to-date. 

To access Static & Dynamic Groups follow the steps below depending on your access role.

  1. Admins: Hover over Admin bar in the left hand corner of the screen, select Dynamic Groups or Groups. Note: these are linked in the same interface, so you can toggle between the two once you either click Dynamic Groups or Groups.

  2. Editors: Hover over Admin in the main navigation, select Main Tools, and then Inbox/Groups. 

  3. The Groups Interface screen will launch depending on which path you choose, either Dynamic or Static.

  4. Since both groups are in the same interface, use the tabs to toggle between either Static or Dynamic Groups:

Best Practices

  1. By using Dynamic and Static Groups, effective target marketing via the Blast Email System can be achieved. The more groups available, the easier it will be to ensure that the right people receive the right message.

  2. Special Dynamic Groups may need to be set up to create certain recurring emails. For instance, if you’re looking to create a group that pulls members between the ages of 35-45 years of age, this is a Special Dynamic Group that must be set up by Clubessential.

  3. Want to send out various Newsletters to your membership? Create a Static Group that is an Opt-In Group so members have the choice of receiving the communication. Don’t forget to Cross Market on your Newsletter as members may have varying interests.

  4. Trying to target members who bought a particular beverage or food item? This can easily be done using Dynamic Groups since rules are based upon information from the Accounting System and the Directory.

FAQs