To send a message or newsletter to only current-year members, start by creating a dynamic list and then select that list in the message recipient box.
Dynamic lists automatically update based on set filters, keeping contacts relevant without manual edits. For example, if you create a dynamic list of current-year members, it automatically updates based on membership status.
Note: Local unit sites in Givebacks include membership-based messaging capabilities, enabling local units to create dynamic lists and send messages based on member data. In contrast, region board members lack these capabilities because their sites are not configured for memberships.
Create a Dynamic List
From the toolbar, select Contacts, then Lists. Click the New List button.
Select Dynamic List.
Enter a Name for your list, such as Current Year Members. Click Create List.
Click Add Criteria to begin building your dynamic list.
In the Criteria dropdown, select Membership Status. In the Value drop-down, select Current Year. Click Add Criteria.
The list of contacts will automatically adjust as new members join. Click Save Changes.
Messaging Members
From the toolbar, select Communications, then Messages. Click New Message.
Select Simple Email or Newsletter.
Click the dropdown for Recipients. Scroll to Lists and select your Current Year Members list.
Continue creating your message. Click Save Draft and send your message. This communication will be sent to all members with a valid email address listed in the Members table under Memberships.
Questions? Click the "?" icon to contact Givebacks Support.