Skip to about the 3:30 min mark to view the Dynamic List portion of this training video
Click on the Lists tab and then select the Create Contact List button. Select Dynamic from the drop down. This list will constantly evolve as certain criteria are met (Example: You created a list of staff members belonging to the High School - As you add new staff members into SendIt, if you mark them as belonging to the High School, they will automatically be added to this list. As you remove people from the highschool, they will be removed from this list). To add contacts to this list, set the criteria by using the filter options. Contacts that meet that criteria will automatically be added to this list.
With a dynamic list, you can filter by divisions, by a specific user’s division, and/or add custom filters. The custom filters are those created when importing contacts with a CSV file or through your SIS.
Provide this list a name
If you want to add a description for this list, add that here.
Filter by Division:
Check the FIlter by Division box and select which divisions you would like to filter by.
Filter on User’s Divisions:
This automatically filters contacts into a list based on what division you are assigned too. Check the Filter on User’s Division box and then click Add Filter. Add how you want to filter this list. You can add more than one filter at a time.
Example: You are creating a list of parents for your staff members to email out to. You want your HS staff members to only be able to send messages to the HS parents, and you want your ES staff members to only be able to send messages to the ES parents, and so on. Instead of creating a separate list for each building/division, you would create one list. You name this list Parent Contacts and you check the Filter’s on User’s division box. You then click filters and set up the guardian filter (role=guardian) and save.
Once you save that list, you provide staff permission to this contact list. As long as your staff belongs to their specific building/division, when they log in to send a message they only have access to the parents who have that same building/division assignment as you.
To add a filter click on the +Add Filter button. Select a field from the drop down menu (these fields come from the CSV upload or from your SIS), select the criteria and then enter the value. **You can add more than one value by separating the values with a comma. Make sure to select the In List criteria from the drop down menu to do this**