(Training) How to Create a New Distribution List

Open the Distribution Lists folder () under Student > Communicate

Distribution Lists are dynamic lists that capture specific information pertaining to Students in your organization. With this tool you can create Lists of Students that match certain criteria (e.g. Active Students/ Apprentices)

Click the New Distribution List button at the top of the page. New Filter selections will then become available.

Give the Distribution List a Name. In the New Filter section: select all filters that are applicable to the information you wish to produce on your list. Start with the Related Table list. This will allow you to select what area of the UNITE platform you wish to pull the information from. The available options include:

• Student Roster (All current Organization Students)
• Position
• Voter
• Custom Fields
• Communications

Select all filters that you wish to apply to your Distribution List from the corresponding drop-down list options. Each Selection should have an end-value associated to the information filter. Click the + Save Distribution List button when finished. The New Distribution list will automatically load the list information at the bottom of the page.

The applied filters will produce a list of all Active Students in the Organization, which will be displayed at the bottom of the page.

You can now add new filter-selections that you wish to further-narrow your Distribution List.

The applied filters (pictured below) will produce a list of Active Apprentices in the Organization. The new Distribution List will again be displayed at the bottom of the page.

You can now apply these Distribution Lists to:

• Create new Communications (Text message/ Email/ Surveys)
  • Send Messages only to Members from your new Distribution List
  • Open the Communications Folder () under Training > Communicate
  • In the Communications window, select the + button in the top-right corner
  • Select your Distribution list from the drop-down list field on the right
  • Click the Save button when finished

• Organization Student Roster
  • View all Organization Students that match filters from your Distribution List
  • Open the Students Folder () under Training > Programs

• Send a Letter to Students from your Distribution List
  • Open the Letters folder () under Training > Communicate
  • Click the + button in the top-right side of the page
  • Select your Distribution List and check the box beside each member you wish to send the Letter to from your Distribution List. Select the top check-box to include all from your Distribution List.