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.
Local unit sites in Givebacks come with membership-based messaging capabilities, allowing local units to create dynamic lists and send messages based on member data. In contrast, region board members lack these functionalities since their sites are not configured with memberships.
Dynamic lists automatically update based on set filters, keeping contacts relevant without manual edits. When you create a dynamic list for current-year members, the list will automatically update based on membership status.
Recent updates to the platform retired previous options for selecting members for messaging based on predefined roles, emphasizing the importance of dynamic lists for maintaining effective communication.
Create a Dynamic List
Recent platform updates have made the creation of robust and automatically updating dynamic lists essential for effective communication.
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 go to all your members who have a valid email address listed in the Members table under Memberships.
Questions? Click the "?" icon to contact Givebacks Support.