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Member Groups

MemberGroups
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title1. How to sort members into groups without adding them to individual Member Lists?
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MemberGroups

Sometimes you want to split your Members into groups, such as interest groups to send emails to. While you can add members to separate Member Lists by name, this takes a long time and would need updating EVERY time a new member joined or an existing member changed their preferences.

The better solution is to create a member attribute so that it can be used for emails, but also in other aspects of the website. To do this you will need to first create a form (Forms > Forms Manager, “Add new”) with a single question. This should be a “List” type question, with each of the answers being one of the groups you have in your club. Save the form.

Now you will need to make the groups question an attribute. To do this, go to Forms > Set Up Attribute Questions and click “Add”. Select the form you just created and the question from the drop downs and then click “Save changes”.

On each user’s profile page, the groups will be displayed and can be edited on the left-hand side. Alternatively, you can change large quantities at once using the “Amend Answers” button on the Forms Manager (Forms > Forms Manager). This attribute can also now be used in Member Lists as a criterion, and would be best used with a second criteria of “Current Member = Yes”. For more help on Member Lists, read this guide here: Member Lists

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