You can define your own groups for the purposes of sending email. For example, you could have a group of speech contest organisers or members who are planning to visit other clubs.

Your custom group members must all come from one of the main five pre-defined lists (i.e. members, guests, prospects, former members, club friends).

To create a new group, select which main list you wish the group members to come from. Then enter the group name in the field.

Add names to a group, using the pull-down menu and checking the desired names. Remember to save when you've finished.

An email address is automatically created for the group. It will be in the form
This email address is being protected from spambots. You need JavaScript enabled to view it.,
where "groupname" is the name of the group and nnnn stands for your club number.

For example, if the group is called "conference" and your club number is 999999, the email address will be This email address is being protected from spambots. You need JavaScript enabled to view it.

To delete a group

Select the group name, un-check all of its members, then click Save.

Who can send to a group

This depends on which of the built-in lists the custom group is made from.

If it was formed from the members list, then any member can send to it.

If it was formed from one of the other lists, then only officers may send email to it. It will also incorporate an "unsubscribe" feature so that people can opt out of receiving emails.

You can also create a group from the members, guests, prospects, former members, or club friends panels by selecting "create group" in the membership tools menu.

After you add members, you will want to let them know what to do next. You can use our default welcome e-mail, or customize your own.

Click on the New Member Welcome tab to access this message.

Here is what the default looks like:

Hello {{membername}}:

Welcome to the {{clubname}} club website. The URL (web address) of this website is

{{WEBURL}}

You have been setup as a member of this website. As a member you can sign up for roles, update your profile including social media links, your photo, and other information, download member only files, sign up as a mentor or offer to mentor another member, and more.

To login, visit the club website and click the "Member Login" link under the "Members Only" section. If this is your first time logging in as a member, or if you forgot your password, you leave the password section blank and click the "Authorize / Login" button. You will be sent a login link via e-mail. Click that link, then you will be prompted to set up a custom password. This is a password that *you create*, it has not been assigned.

If you have any questions, let me know!

Thank you and enjoy our club website!

-----------------------------------
{{adminname}}
{{clubname}} Website Administrator

Notice the variables surrounded by the double braces {{}}. These are replaced with the value of the variable during the mailing process.

You can change the content of this message. If you want to discard your changes and start again, click on the "Reset Welcome Message to Default" button.

You can send the message to one or more members.  Click on the "Select New Members to Welcome" button and check the names you wish to send to. Clicking on Save at the bottom of the panel will send the message.

You can test the email by sending one to yourself, to make sure that the variables work as expected.

The Quick Add panel allows you to add more than one member, guest or prospect at a time.

Enter the person's name, email address and phone number (if desired) on a single line. There should be a space before and after the email address, but NOT in the phone number.

Names and educational qualifications may have spaces and commas, as needed.

The "_" (underscore) character can be used in multi-part names to indicate that the parts should be kept together. See the add members section in the main membership panel doc for further explanation.

Managing guest, prospect, friends/associates and former member lists

Non-member panels act in much the same way as the member panel, but have different tools available in the Membership Tool pull-down menu. The benefit of these is that you can add people directly to guest or prospect lists instead of having to make them members first and then move them.

Non-members need to agree to their addition by clicking on the link in the opt-in/out email which will be sent to them. For more detail, see the main membership panel.

In place of the officer management item, which doesn't apply to these people, there are areas for recording follow-up actions.

You can enter the date and type of follow-up action, and make any other notes in the notes field.