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Sending a Message to a Membership Distribution List

Updated: Mar 4, 2022

If users choose to automatically generate distribution lists for a membership package, they can send electronic communications, such as email, through ChilliDB to those contacts.

1. To view the available distribution lists, navigate to the Display Distribution Lists screen, available within the Utilities main menu item - click on Utilities, then on Distribution Lists and select Maintain.

2. To filter the distribution lists so only those related to memberships are shown, select the Filter option on the top left-hand side of the screen (the default is Show Current). Then choose 'Membership' from the Categorisation drop-down list.

3. Click the 'Display' button to show all distribution lists of Type 'Membership'. Users may also filter the list by:

a. Category or Sub Category

b. Current, or Expired lists

4. The Distributions List grid displays the name of each membership list down the left-hand side of the page. The lists are also divided into one list for Members and one list for Prospects, displayed one after the other in the list. A brief overview of the membership total (also divided into contact members and organisation members); and a shortcut to member details is also displayed on this page. These are the same lists displayed on the Membership Details display page.

5. If users wish to communicate with their members within ChilliDB, the easiest way to do so is to click on the Send Message icon in the top right-hand corner of the screen next to your name.

a. When the Send Message window pops up, click on the Find link to access the address book.

b. Switch the Filter on the address book to Distribution Lists and then click the 'Search' button, locate the distribution list and add it to the email recipient's box.

c. Users may also like to use the ChilliDB Merge Tokens for HTML emails to personalise the email for each of your recipients.

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