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Email - Using Search & Select for Distribution Lists

CAA Product Help


(HELP ?) Circles provide narratives on Training, Explanations, and Hints. These can be related to the overall screen, or to specific items on the screen.

You found the (HELP ?) Circle narrative for "Using the Search/Select button to build Distribution Lists" by clicking the (COMPREHENSIVE HELP ?) Circle on the "EMAIL & TEXTING" Screen in MemberLink or any of the other screens related to "Email & Texting" that have this (COMPREHENSIVE HELP ?) Circle.

Before proceeding, please be sure you have previously clicked the (HELP ?) Circle that leads to the narrative on "Overview and Basics: Using the Email & Texting Function". Being familiar with the general information about the "EMAIL & TEXTING" Screen may be helpful to you.

The following information relates specifically to using the "SELECT & SEARCH" Function to find and select people for the "WHO GETS THIS EMAIL?" Window.

** Note: Only Administrators using the email system from the Administrator module may use this function. People logging in through the Member portal module will not have this option.

Using "Search & Select" for Creating Distribution Lists:

If you want to send a message to a specific group of people, you have a couple of choices. If you have a pre-defined group already set up, use the "Choose group(s) to send email" Function.

If you do not have a group already set up, another method of building the distribution list is to use the " SELECT & SEARCH" Function to find and select the intended recipients from your database of contact records. This lets you build a group of recipients "on the fly" instead of setting up a pre-defined group.

To build a distribution list with the "Select & Search Function", click on the "SELECT & SEARCH" Hyperlink in the Navigation Panel .

Then use the "Search & Select" Function, inputting your search parameters on the "SELECT & SEARCH" Screen to identify the recipients. On that screen there is a (HELP ?) Circle narrative that provides instructions on the use of the "SELECT & SEARCH" Screen.

After inputting your parameters, click the [Search/Select] Button on that screen. This will place the members or recipients selected (if they have an email address) into the "WHO GETS THIS EMAIL?" Window. Then you can send to all of them, or uncheck the ones in that group you do not want to receive your message.

"CAA Product Help" from CAA Ministries at Support@CAAsoftware.com or 404-551-4230