Mailing Lists

Mailing Lists let your members and other profiles choose which email newsletters they'd like to receive. Once set up, Mailing Lists can also be used as a filter when sending a Broadcast Email or Broadcast SMS, or when exporting profile data, so your communications reach only the people who have opted in.

All new profiles are automatically subscribed to every Mailing List. Profiles can then manage their own selections from their profile on the website.

1. Ensure you are in the AMS tab.

2. Click the gear icon in the top right corner to open Configuration & Settings.

3. From the left-hand menu, select Lists > Mailing Lists.

4. Click New Mailing List.

5. Enter a name and description for the Mailing List.

6. Click Save Mailing List.

To edit or delete a Mailing List, click Actions > Edit or Actions > Delete next to it in the list.

Note: All new profiles are automatically subscribed to all Mailing Lists. Keep this in mind before creating a new list, as everyone who joins from that point on will be opted in by default.

You can add or remove Mailing Lists on a profile at any time.

1. Ensure you are in the AMS tab.

2. Search for and open the relevant profile.

3. Click the Contact tab.

4. Click in the Mailing Lists field and select or remove the relevant lists.

5. Click Save Changes.

Mailing Lists appear as a checkbox field, and profiles can choose which ones they'd like to receive. By default, all Mailing Lists are selected for new profiles. A new profile may be created through the Join Form, an Event Registration, an Online Shop purchase and similar.

• Edit Profile. A logged-in member can go to their profile on the website, click Edit Profile, update their selections in the Mailing Lists field, then click Save Profile.

• Join Form. New members see the list of Mailing Lists on the Join Form and make their selection when they join.

• Event Registration. When someone registers for an event and the system doesn't recognise their email address, a new profile is created. The Mailing Lists field is included in the registration form.

• Managing preferences from an email. Any email sent using a Mailing List filter includes a link in the bottom right corner where the recipient can manage their Mailing Lists or unsubscribe. Clicking it takes them to a screen where they can save their preferences.

1. Ensure you are in the AMS tab.

2. From the left-hand menu, select Communications > New Broadcast Email or Communications > New Broadcast SMS.

3. Click the Lists tab and select the relevant lists in the Mailing Lists field.

4. Draft and send your message as normal.

1. Ensure you are in the AMS tab.

2. From the left-hand menu, select View/Export Data > Profile Data.

3. Click the Lists tab and select the relevant lists in the Mailing Lists field.

4. Export your data as normal.

• Always apply a Mailing List filter to newsletter sends. Emails sent with a Mailing List filter include the manage preferences link, so recipients can opt out of a list without contacting you.

• Write a clear description for each list. Members see your lists on the Join Form, Event Registration and their profile, so a short description of what each list covers helps them choose.

• A member says they're receiving a newsletter they never signed up for. All new profiles are automatically subscribed to every Mailing List. Open their profile, go to the Contact tab and remove the list from the Mailing Lists field, or let them know they can update their selections via Edit Profile or the link at the bottom of the email.

• Broadcast Email

• Broadcast SMS

• Exporting Profile Data