Knowledgebase

StarChapter includes many built-in email filters as well as the ability to create mailing lists using Email Manager, but there are times when a specific combination of those filters or groups will be needed. Using filters rather than a specific list of emails allows the system to target recipients even as their status changes. For instance, if an email is scheduled to go out to a specific member type, members of a specific committee, and your board members, using those options within the Email Manager will ensure that all appropriate recipients are included even as members join and/or chapter leaders transition. When multiple filters are used, that combination of recipients can be saved as a custom list for future use. This ensures that no recipients are missed or changed between emails.

Create a Saved List

1. Go to Communications > Email Manager and draft a message, as usual.
2. On the Recipients step, add all appropriate groups and filters to the Recipients' list.
3. Click the Save List button.
   
   
   
   
4. In the pop-up window, enter a name for this list of recipients.
5. Click Save.
   
   
   
   
6. Continue to send your drafted email, as usual.

Use Saved List

1. Go to Communications > Email Manager and draft a message, as usual.
2. Click the Saved List filter to expand those selections.
3. Click Add next to the Saved List that you want to use.
   
   
   
   
4. Continue to send your drafted email, as usual.

Delete a Saved List

1. Go to Communications > Settings > Saved Lists.
2. Check the box next to the list you want to remove.
3. Click the Delete button at the top of the table.