Creating and using mailing lists (inc. contact groups)

It is useful to have contacts organised into groups - for example CiLCA learners, larger councils, councils awarded with or working towards the Local Council Award Scheme.  

Creating a contact group

Go to contacts and select contact groups - create a group and add contacts - using the filters to get the right list.  Use the boxes to select and then add to your group.  

Creating a mailing list

Go to contacts and use the filter and ADD CUSTOM GROUP - choose 'contact group' and add the name of your group in the box.  When the list comes up tick the box at the top to select all and then using the action button selection add to mailing list.  You can either create a new list or add the contacts to an existing list.

What happens when there is an update?

If a contact on a mailing list or group is updated - eg new email or phone numbers, then the group and the mailing list will automatically update.  

What if you add people to the group does it automatically update the mailing list?

No - you will need to add the individual/organisation to the group and then repeat CREATE A MAIL LIST as explained above.  Select all from the group again and then when you go back into the mailing list the additional one(s) will have been added.

ALTERNATIVELY you can simply use the 'group by' function and then under the ACTION button select send email.  Using this option it will avoid the need to update the mailing list.