Activity Bucket
The Activity Bucket makes it easy to perform various tasks with a group of individuals in the system. You can select the individuals one at a time rather than searching for a group using search criteria. Available activities include:
- Load individuals in a bucket onto an Individuals List.
- Write an email to all the individuals in the bucket using the Email Blast Tool.
Note
For more information regarding the email blast tool, go to the Marketing user guide.
Adding Individuals to the Bucket
Go to Membership > Individuals:
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Create an Individual List using the Individual Quick Find Tool, the Search By, Individual Query or by opening a saved predefined list.
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Once you have the individual or list of individuals you wish to add to the Activity bucket, select the bucket button from the Activity Panel on the right.
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Select "Add Selected Records to Bucket" to add only the selected individuals to the bucket. Select "Add Entire List to Bucket" to add all the individuals from the list you have loaded on your screen.
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Add as many individuals to the Bucket as you wish. You can add individuals to the bucket at any time.
View Bucket
You can view the bucket contents at any time by selection the "View Bucket" option. This will show a pop-up window that will list all the individual's currently in the bucket.
You can remove records, empty the bucket, and a few list actions from this window.
Loading Bucket onto an Individual List
To load the individuals in the bucket onto an Individual List, go to Membership > Individuals and click the "Bucket" button from the Activity Panel on the right. Select "Load Bucket onto List" to load all individuals in the Bucket onto an Individual List. You can save this list as a predefined list or send an email blast to this list.