Who Do you Wish to Contact

Before you can send a text, email or create a letter, you’ll need to decide who hould receive this communication. You’ll need to get those people queried up in the Search Profiles window or listed on a report. Let’s take a look at several common examples:

1. All your members and regular attenders.
2. Everyone who donated to a specific fund.
3. All folks that are in a small group.

Certain Associations

To get a listing in the Search Profiles window of everyone in a certain association, do the following:

1. Expand the People menu.
2. Click on Search Profiles.
3. Click on the SEARCH icon.
4. Click on the Associations tab.

5. Click over to the selected box all the associations you’d like included in the list.
6. Click the QUERY button in lower right.
7. A list of all the individuals with those associations is displayed.

Now that you have the list, you can click on the applicable icon for Email, Text, Letters or Labels depending on how you’d like to contact these folks.

Donors to a Fund

To get a report of all the donors who have given to a certain fund, do the following:

1. Expand the Contributions menu.

2. Click on Reports.

3. Highlight Donor Summary.

4. On the Criteria tab, choose the date range.

5. On the Who tab, select to run for Everyone.

6. On the What tab, select the fund you are interested in.

7. Click GENERATE.

Now that you have the list of people who donated to that fund, you can click on the button for Email, Labels, or Letters depending on how you’d like to contact these folks.

Small Group Members

To get a listing in the Search Profiles window of everyone who is in a small group, do the following:

1. Expand the People menu.

2. Click on Search Profiles.

3. Click on the SEARCH icon.

4. Click on the Groups tab.

5. Click over to the selected box all the small groups you’d like included in the list.

6. Click the QUERY button in lower right.

7. A list of all the individuals in those groups is displayed.

Now that you have the list, you can click on the applicable icon for Email, Text, Letters or Labels depending on how you’d like to contact these folks.