CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site

This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMail (Moderator: Piotr Szotkowski) »
  • Selecting contacts to send email to
Pages: [1]

Author Topic: Selecting contacts to send email to  (Read 1028 times)

eggtart

  • I post occasionally
  • **
  • Posts: 64
  • Karma: 2
Selecting contacts to send email to
September 02, 2009, 11:32:37 pm
I understand that I can use the advanced search function to select a group of contacts to send email to.  My question is, after I have got the search result, why do I have to select all contacts to create the mailing list?  In addition to excluding some of the contacts, can I manually add contacts to the list?

Thanks

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: Selecting contacts to send email to
September 03, 2009, 02:25:38 am
Quote from: eggtart on September 02, 2009, 11:32:37 pm
I understand that I can use the advanced search function to select a group of contacts to send email to.  My question is, after I have got the search result, why do I have to select all contacts to create the mailing list?
Unclear if you are talking about civimail or not.

You need to select so you can then tell the system that you want to send them an email either via More Actions, or via creating a Group or Smart Group that is set to be a Mailing List and using this in CiviMail so you don't have to do a Search the next time you want to send one to them.

Or you can send to them via CiviMail by adding them to an existing 'base group' but this won't let them unsub etc.

This is all pretty clearly explained in the book.

[quote} In addition to excluding some of the contacts, can I manually add contacts to the list?[/quote]
Yes if you are talking about adding/excluding to a Smart Group, but again your description is really specific enough to help us help you.
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

eggtart

  • I post occasionally
  • **
  • Posts: 64
  • Karma: 2
Re: Selecting contacts to send email to
September 04, 2009, 01:47:46 am
Sorry if I have not made myself clear.

My first question is.  Let's say I use the search function and find 30 contacts.  I cannot send email to just 14 of them by selecting "Schedule/Send Mass Mailing" from the More action menu.  This action would require me to select all contacts.  Is that the case?

My second question is.  Can I add and remove contacts from the Smart Group.  I found out that I can do it by first using the search function, and then choose "Add to a group" or "Remove from a group" option.  But I cannot just go to a contact dashboard and do it there because the Smart Group is not shown in the Group Tab (unless this contact is added manually).

Thanks!

Kiran Jagtap

  • Ask me questions
  • ****
  • Posts: 533
  • Karma: 51
Re: Selecting contacts to send email to
September 04, 2009, 03:02:38 am
Quote
My first question is.  Let's say I use the search function and find 30 contacts.  I cannot send email to just 14 of them by selecting "Schedule/Send Mass Mailing" from the More action menu.  This action would require me to select all contacts.  Is that the case?
Yes, You has to have select entire set of search result, you can't perform this action w/ subset.
related issue is here : http://issues.civicrm.org/jira/browse/CRM-3711

Quote
My second question is.  Can I add and remove contacts from the Smart Group.
Yes. you might want to read more about smart groups : http://wiki.civicrm.org/confluence/display/CRMUPCOMING/Smart+Groups

hope this help

kiran
You Are Designed To Choose... Defined By Choice.

eggtart

  • I post occasionally
  • **
  • Posts: 64
  • Karma: 2
Re: Selecting contacts to send email to
September 04, 2009, 03:08:50 am
Thanks a lot for your help!

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMail (Moderator: Piotr Szotkowski) »
  • Selecting contacts to send email to

This forum was archived on 2017-11-26.