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TOPIC:

Using custom groups in member management 9 years 11 months ago #43079

julietkos
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I want to create a custom group in the member management section. The contacts I want to list are not members of any other group (they are not members, former members, prospects, etc.). It appears that I am unable to do this because it seems that all contacts must first be a member of another group and then I can add them to this custom group. Is that right?
Is there any way I can create a group of contacts where those contacts are not members of any other group?

From a previous thread, I believe I read that if I create a custom group, the email for that group will not show up under Club Email Addresses. If that is the case, then how does a member know/find the email address for this custom group?

Juliet
Manitalkers

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Using custom groups in member management 9 years 11 months ago #43084

Jane Atkinson
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You are right. All of your custom group members must first be a member of one of the five main built-in groups. Also, they must come from ONE of those groups only. You can't have a group with some people from "members" and others from "prospects", for example.

When you create a custom group, the email address doesn't show up automatically. You'll need to tell the members the address. How you do this is up to you, though you could have a custom page in the members-only section with this kind of detail on it.

Secretary, Ernst&Young Achieving Potential, club 1137486 (Auckland, NZ)
FreeToastHost Field Officer, District 112 (Northern New Zealand)

Spare yourself anxiety and Backup your site regularly.

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Using custom groups in member management 9 years 11 months ago #43085

SteveTheTechie
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Custom groups are not intended to replace the functionality of the built-in lists. Custom groups are *subsets* of the list that they were created from. This is required since the lists define functionality such as whether a non-officer can send email to the group. Any list (or the related custom groups) that are made up of *non-members* can only be sent to by a club officer and will have unsubscribe links added to those emails. This is the overriding rule.

Regarding listing them in the Club Email Addresses, the question that I have is how do I list something that I have not already defined? I could certainly show a list of custom groups there in email form. However, that is insufficient, since the custom groups that are comprised of non-members can only be sent to by a club officer and that would need to be indicated somehow.

While I certainly could add custom groups email addresses to the Club Email Addresses pop-up, it is a question of how to do it in such a way that it is not a mess and is clear on how to use the resulting email address (and who can use them). Since it is the clubs/districts that create the custom group names, I basically punted on putting them in the Club Email Addresses form.

Regards,

Steve James, DTM
FreeToastHost System Developer
Officer Emeritus, Mindful Communicators (Club 1966, District 52) A President's Distinguished Club for each of the last 10 years.

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