Allow adding non-member contacts to Groups
I just sent my first email blast to a group of contacts to follow up on a promotion, and found that there is not a way to assign a contact to a group. I just wanted to send an email to a very specific group of contacts (those that had attended a recent ski show, and entered our raffle). I thought I'd be able to assign them to a new group "ski show" so that I could send them a separate mailing. (What I ended up doing, was temporarily disabling mailing on other contacts, which thankfully right now we have very few, since we just started this year, sending the blast, then re-enabling the email).
It would be great if there were some way to define a subset of contacts for mailing.
Becky Parsons commented
We would also like to be able to add non-member contacts to groups.
There are many times we want to track the engagement of a specific group of non-member contacts, or send an email to a specific group of non-member contacts.
For example, we recently had a workshop program attended by members, existing non-member contacts, and also individuals who had no prior contact with our organization. I needed to send follow-up emails to all those who attended, and I wanted to encourage membership to those who are not members. I had to create the emails and then manually add each individual to the email.
I want to identify non-members who are very engaged (by opening emails, for which we need a filter in search criteria) and target them for volunteering and for membership. And I want an easy way to follow up to track their responses. Creating a group is what makes sense to accomplish this.
This need arises fairly frequently.
We would also like to be able to add contacts (non-members) to groups. This would be helpful for contacts we email regularly as groups, e.g. volunteers, prospects, etc. We could use custom fields, but that makes membership/participation in multiple groups tricky. Using the group participation functionality would be awesome.
Evgeny Zaritovskiy commented
Thanks for comments - we keep in mind this request. Still cannot promise when it's going to be done.
Taryn Sexton commented
Currently one can only be a member of a group if one is a member of our organisation. It would be fantastic if we could us the group system for non members so we could communicate directly with identified groups in the hopes they will become members or attend events where we can convert them to members. Also, we have corporate partners who are not eligible to become members constitutionally but who I would love to email as a group and manage as a group to keep them informed adn engaged.
Patricia Eggers commented
You got it! Thanks for the suggested work around, I'll try that next time.
Dmitry Buterin commented
What you can currently do is to create a custom admin-only field like "Promotion" - then mark all appropriate contacts via that field and using advanced search/saved search.
I suspect the underlying point is that the interface for including (member) records into a group is better/faster to mark a set of records than the approach above, am I correct?