Create groups to segment your membership and send communications to specific members. (Member Groups were previously known as Member Tags)

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Create Member Groups

To create a new grouping, navigate to Membership > Member Groups > ”+ New Group”. By default administrators will need to assign members to a group*,* but you have the option to allow members to opt themselves into this group.

If you create a group the Allows member Opt-in, members can make that choice from the member portal under communication. If you do not have any groups that members can opt into, the communication tab in the member portal will not be available to them.

Assign Members

After creating your group, click on the group and choose “+ add a member”. A search bar will appear with your membership directory, search and choose the members you would like to associate with the specific group.

Communicate with Members

To send an email or text message to the members associated with a specific group, navigate to the Members tab and utilize the filter option to select the appropriate groups of members. Then choose the message button and pick email or SMS.