Note: This article is for the newly redesigned module. This updated module is in the process of being rolled out and may only be available to some users.
Overview
Filtered Groups allow you to create specific email lists based on the resident's Occupant Type, Unit Location, Custom Field data, or Pet Registry using filtering rules. (For example, pet owners in Building A who have dogs over 5 pounds.) Filtered Groups are also dynamic email groups, which means once you set the specific filters for your groups, the list will automatically change based on the rules you set, so you don't need to recreate the group as your data changes.
Note: Click on the images to enlarge them.
Table of Contents
Adding Filtered Groups
To create a new Filtered Group, go to Manage, then select Filtered groups. Next, click the green Add filtered group button.
Fill out the information to create the group. First, enter the name of the group you are creating. Next, under "Resident rules," choose the rules to filter and create your group. You may choose by Occupant Type, Unit location, Custom Fields, or Pet Registry. Click Add rule to apply the rules.
In this example, we are creating a group for all our west facing units, so we will choose Add rule, check off the applicable Lines and click Save.
The rules will be listed under the category. You can add as many rules from any category as you would like. The total number of residents will be listed at the bottom of the rules. Click Save to create the group.
Editing and Deleting Filtered Groups
You may edit a Filtered Group by going to Manage and selecting Filtered groups. Click Edit to the right of the group name. You can add new rules by clicking Add rule or edit and delete current rule filters.
You can remove the group by selecting Inactive under "Filtered group status." Inactive groups can be found by checking the Show Inactive check box from the list view. Click Edit to reactivate a group by changing the status to Active.
Emailing by Filtered Group
To email a Filtered Group, go to the Communicate tab, select Send email, and click Compose. Next, click Type/Group, then Filtered groups. Check the box next to the group you want to email and click Ok. Once the group is added, you can compose your email. If you would like more information about our email features, click here.
