Groups and Smart Groups enable you to divide and segment constituents based on like characteristics. Groups can be searched for in the Constituent Search feature or in the Advanced Query Wizard. Query on specific groups to send targeted, personalized mailings to past participants in your annual walk, information directed to the people you serve or donors at the Platinum level.
Groups are configurable to your organization’s specific needs. Click here for direction on adding Groups or Smart Groups.
To add a constituent to a specific group or groups...
- On the left panel of your constituent screen, in the Constituent Explorer, click Groups. The right side of the screen now displays Available Groups and Selected Groups.
- Under Available Groups is a list of the groups currently defined in Salsa CRM. Click to highlight the group to which you wish to assign the constituent.
- Select the Right Arrow button. The group that you had selected will now be displayed in the Selected Groups column.
NOTE: You may also double-click on an Available Group and that will move it to the Selected Group column.
- Click Save.
To remove a group from the Selected Group column...
- Click the group, and then select the Left Arrow button.
NOTE: You may also double-click on a Selected Group and that will remove it from the Selected Group column.
- Select Save.