contact types
TRANSCRIPT
Contact Types- Step 1
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Contact Types are GROUPS that you can assign different CONTACTS to for e-mail purposes. For example, you can set up a group called COMPETITION. Students can be registered as COMPETITION members.. Students who are part of these groups can become part of a segmented mailing list.
Contact Types- Step 1
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Click on the Create New button.
Contact Types- Step 2 + 3
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2. Type in the Name of the Role (Group). (e.g. “Competition”, “Parent” …)3. (Optional) Check Is Obsolete if this Role no longer is in effect.
SAVE the ROLE NAME type.
Contact Types- Step 4
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When registering a student, this ROLE/CONTACT TYPE will appear in the ROLE section of your screen.
Contact Types- Step 5
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To SEARCH for all your Competition Team members, go to CONTACT /SEARCH CONTACTS. Click on advanced search.
Contact Types- Step 6
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In the TYPE field, type the first letters of your CONTACT TYPE. (i.e. “comp” for competition. The list of user types in your system will drop down. Highlight the user type you wish to search for.
Contact Types- Step 7
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Click on SEARCH. You can now export this list into an excel spread sheet for specialized email blasts.