Interests & Groups

Identifying Existing Interests and Groups
Creating a New Interest Category
Creating a New Group Name
Exporting the Members of a Group

Identifying Existing Interests and Groups

How to Identify the Interest ID for Your List Load

  1. Open Constituent360 > Interests.
  2. Browse your center’s list of interest names.
  3. When you locate the interest, click the link to it.
  4. The Interest ID is associated with both the opt-in and opt-out records.
    The numeric code is what is needed, like this:
Interest ID
In this example, the Interest ID is 12121.

How to Identify the Group ID for Your List Load

  1. Open Constituent360 > Groups.
  2. Browse your center’s list of group names or search for it by keyword.
  3. When you locate the group, click the link to it.
  4. The Group ID appears in the Group Summary box, like this:
Group ID
In this example the Group ID is 25801.

Creating a New Interest Category

1.  Open Constituent360, choose Interests.
2.  Click Create a New Interest Category.

CreateNewInterest-1

 

3. Fill in information describing your Interest – that is, the publication series or specific mailing.  It may have a parent Interest or reside at the top level.

Note:  The name of the interest will be publicly facing – constituents will be able to see the name and opt into this subscription.

4. Click Save.

New Interest

Creating a New Group Name

1.  Open Constituent360, choose Groups.
2.  Click Add New Group.

CreateNewGroup1

 

3.  Assign a Name and description to this group of constituents; Security Mode = Not a Security Group; Group Type = Email List.

4.  Click Save.

CreateNewGroup2

5.  The resulting saved Group name will look something like this – note the ID number of the Group, 52701.

groupname

Exporting the Members of a Group

  1. On the Data Management menu and choose Reports.
  2. Click the gray Create a New Report button.
  3. Click Constituent in the drop-down menu. Click Next.
  4. Check boxes for all the data types that you want returned for each person in the group, or accept the defaults of Last, First, Email and Accepts Email. (Member ID is the Advance entity ID.) Click Next.
  5. Accept column names or click Edit to rename. Click Next.
  6. Choose the sort order for your list. It is not necessary to use multiple columns. Click Next.
  7. Click Edit under Actions on the right.
  8. Click the more… link.
  9. Check the check box next to your center and Apply.
  10. Click the Save this filter button.
  11. Click the gray Create a filter button.
  12. Select Groups in the first drop-down menu.
  13. Click the more… link.
  14. Select the check box next to the Group you want to export. Click the Apply button at bottom.
  15. Click the Add this filter button. Click Next.
  16. Report Label: Give the report a name that you and others will understand. If you have report folders configured, select a report (or accept default). Click Next.
  17. Click the green Save Report button at the bottom of the page.
  18. Click the Run Report link next to your newly created report as it now appears in your list of reports.
  19. Using the left navigation, go straight to step e. Review Criteria Summary.
  20. Click the green Run Report button. Convio will send you an email when the report is finished.  (It is likely that your email will arrive before the results are actually ready.  Be prepared to wait longer if your results aren’t actually viewable.)
  21. In your email, click the view results link.
  22. You can download your report as CSV (opens in Excel), PDF or HTML by clicking the floppy disc icon just below the Report Results tab.