How do I create custom filters?

When creating basic filters, it is possible that the proposed groups do not meet your specific needs (e.g. members from previous years).

The solution is to create a list of temporary contacts.

For example, to send a newsletter to members from previous years, the best way would be to:

  • Search the membership database for subscription dates corresponding to specific enrollment dates,
  • Export the list of results,
  • Import the list into your newsletter contacts,
  • Send to a temporary contact list

To learn more about this, check out this article: Send to a temporary contact list.

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