Key Steps
Step 1: Identify Your Groups 0:01
Determine the groups you want to communicate with (e.g., students, parents, staff, donors).
Consider subcategories within these groups (e.g., mothers, fathers, grandparents).
Step 2: Filter by System Fields 0:37
Use the system's built-in filters to narrow down your audience.
Example: Filter donors by total pledged amount (e.g., $10,000).
Review the filtered list to confirm the correct contacts.
Step 3: Select and Broadcast 1:20
Select the contacts from the filtered list.
Click on 'Actions' and choose 'Broadcast'.
Choose the type of broadcast (text, voice, etc.) and send the message.
Step 4: Advanced Filtering with Custom Fields 2:09
If needed, create custom fields to track specific data (e.g., interests, campaign participation).
Go to 'Manage Columns' to add a custom column.
Step 5: Filter by Custom Fields 2:39
Use the custom fields to filter your audience further.
Example: Filter donors by their interests or specific campaign goals.
Step 6: Finalize and Send Broadcast 3:31
After filtering, select the desired contacts.
Click on 'Actions' and choose 'Broadcast' to send your message.
Cautionary Notes
Ensure that you have permission to contact individuals in your lists.
Double-check the filters to avoid sending messages to unintended recipients.
Regularly update your custom fields to keep track of relevant information.