Create an Email List for a Ward, Stake, or Program

To send emails to all students in a ward, stake, or program, you must first create a marketing email list.

  1. At the top of the page, under Menu, click the arrow at the top right, and then click Marketing Lists.

  

  1. At the top of the Marketing Lists page, click New.

  1. Enter a name for your list, such as “Layton Utah Stake Student List.”
  1. Select the List Type.

Static means the list will not change after you create it.

Dynamic means the list will be updated based on your criteria. When students move in or out of the stake, they will automatically be added to or removed from the list. This prevents emails being sent to students who should no longer be receiving them.

  1. Set the Targeted At field to Contact.
  1. Keep the Owner as yourself.
  1. Add a description of this list, if desired.
  1. At the top, click Save.

  1. At the top, click Manage Members.

  1. The Manage Members screen will appear. Click Add using Advanced Find, and then click Continue.

  1. Click Select, and select Stake.

Note: If you are creating an email list for a ward, select Ward.

  1. Click Enter Value, and type part of the name of the stake you wish to collect email addresses for. Then click the Search button.

  1. Click the stake you want information about to highlight the stake, and click Select. Then click Add.

Note: If you want to collect information about more than one stake, select each stake in the program before you click Add.

  1. Click Select, and select Status.

  1. Click Enter Value, and then click the box with three dots.

  1. Click Active, and then click the right arrow button to move it to the Selected Values list. Then click OK.

Note: Clicking Active and moving it to the Selected Values list ensures emails are sent to active students only.

  1. If desired, select Student Type, and set it to Seminary or Institute.

  1. Click Find.

  1. When the list of students appears, click Use Query at the bottom left.

Note: If you are creating a static list rather than a dynamic list, you will be able to select certain students to be on the list or choose to add all students. Then click Add to Marketing List.

 

 

Note: All of the students you found in your query will be listed under Members. You can edit this list at any time.

 

© 2015, 2016 by Intellectual Reserve, Inc. All rights reserved. English approval: 3/16. PD50036191