How to add Group Members to a Mailing List

This article will show you how to create a mailing list that contains Employee Accounts!

Group Members are added to lists with a slightly different filter than their Primary Contact, so this article will help you if you are looking to send newsletters to Group Members as well!

Access the List

1. From the Member365 Administrator Dashboard, hover over ‘Lists’ at the top of the screen.

2. If you are creating a new list, click the ‘Create List’ button in the dropdown and proceed as necessary. Otherwise, locate the List you are editing by clicking 'Manage Lists'.

3. Locate the list using the search bar, or by scrolling.

Add Group Members to List

You can populate your Mailing List with all Contacts of a Group Membership with just a few filters!

Add the Primary Contacts

Remember that the Primary Contact for a Group Membership is added using a different set of filters than the rest of the Group Members themselves.

4. Click ‘Membership’ from the list of available filters.

5. Select ‘Membership Category - Primary Accounts’ when prompted.

6. Check off the Membership Category(ies) whose Primary Contacts you are adding, then click ‘Save’.

Add the Group Members

Group Members – also known as ‘Employee Accounts’ in Member365 – are added using an additional set of filters.

7. Click the ‘Add Criteria’ button to add additional filtering criteria.

8. Choose ‘Membership’ from the list of options in the new filtering criteria.

9. Select ‘Membership Category - Employee Accounts’ when prompted.

10. You will be presented with a list of your Group Memberships. Check off those whose Group Members you wish to include, then click ‘Save’.

[Optional] Specify the Organization

If you want to pull only Group Members from specific organizations, then click the ‘Organization’ button from the list of additional filtering options. ***You will need to do this for both filters***

Select the ‘Organization Name’ option... 

... check off all you wish to include, then click ‘Save’.

Congratulations, you now know how to create Mailing Lists for Group Members in Member365!