You can easily export people data from our platform by creating advanced searches and queuing them for export.

You can easily import people data into our platform by uploading a CSV format, mapping its fields to ours, and watching the data populate automatically.

The following article explains how to use macros to merge data from your People Management database into your Communication Campaigns.

Learn how to send mass e-mails, text messages, and voice mails to people in your People Management database.

The video provides an overview of the Workflows tool, which allows users to create automated processes by defining triggers, such as form submissions, that automatically execute tasks like sending personalized emails using macros.

Pipelines, also known as funnels, provide a way for users to track a customer's journey by defining and managing a custom sequence of stages such as lead, contact, event invitation, and donation.

The Communication Campaigns tool enables users to create and manage mass email, text message, and phone call campaigns. Users can define the recipient list using custom searches, schedule campaigns for one-time or recurring intervals, and use message macros to personalize content with information such as first names and email addresses. Additionally, the tool provides campaign logs to track performance metrics like opens, clicks, bounces, and unsubscriptions.

This video provides an overview of the People Databasefeature, which allows users to manage and organize contact information by adding new profiles, editing details, and viewing individual records for staff, students, and other associated individuals.

This video explains how the Merge People feature helps users identify and combine duplicate contact records in their database to ensure all available information, such as names, emails, and addresses, is consolidated into a single, accurate entry.

This video demonstrates how to create and manage memberships by customizing access settings, configuring approval requirements, and setting up automated subscriber emails using existing communication templates.

The Category Management tool allows users to create and manage categories and tags to segment their people database, providing options to customize category types, access levels, and tracking for more efficient organization.

The Group Management tool enables users to create and organize groups and subgroups within an organization to efficiently manage member benefits and access.

This video explains how to use the Advanced Searches tool to create and manage custom groups of people from a database based on various criteria like name, company, or membership status.