CRM Distribution Filtering

By Adam Scott Posted October 3, 2021
As an organization, it’s vital that you can communicate effectively with your members. This is why getting your distribution strategy right is so important. To make this aspect easier, we have added distribution filtering to our CRM. This can be accessed from the member’s page. Let’s talk in more depth about this feature and how it works.
Create Subsets of Members
Part of managing your organization is being able to manage your messaging to your members. Things will be a lot easier if you can create subsets. For example, you might want to set up a subset for members and another for event organizers.
Once you have finished setting up these groups, you will be able to save these subset categories. From there, it will be easy to edit. When you add a new member, you can have their distributions set up in a few minutes. No need to add or subtract members to the distributions as this is always done automatically for you. This makes catering to the needs of a growing organization easy. All you need is to create the distribution once and you are set.
Tailor Your Message to Individual Groups
There are many reasons why this can be a good idea. However, one of the biggest is the ability to create more precisely tailored messages. As a result, you will be able to craft a more effective call to action. This ensures that people will take the action you want them to. Better communication will allow you to improve the customer experience. This will help you keep all your members happy.
Find Members Quickly
Another huge benefit is the ability to find members quickly. But, with around 77 million Americans volunteering their time in non-profit organizations each year, keeping track of everyone can be a challenge. That’s why we created this system to be so user-friendly. You can browse through the various subsets of groups until you find the person that you want. Then, you can get more detailed information on the type of distributions they are receiving.
Make Sending Group Emails Easy
You will rarely need to send an email to your entire organization. If you do, it can create some problems, as most programs will have a maximum number of recipients. The good news is that this new feature will help you with this aspect. You will easily be able to tell which subsets you need to communicate with, and which ones you can safely leave out.
This is ideal in times of emergency. Rather than having to add each person individually, you can send a distribution to the entire group. This will let you react to a situation within minutes.
Makes Collaboration Easier
When you are running an organization, you want to encourage people to work together. This will allow them to combine strengths to boost productivity. By breaking everyone down into subsets, it will be easier for you to organize these types of collaborations. For example, you might want to group them by skill levels.
The way you communicate with your members is important. You need to make sure that they are getting the right information, at the right time. The good news is that this doesn’t need to be a difficult task. Thanks to our new feature, you’ll be able to sort people into distribution groups. At a glance, you’ll be able to find the information you are looking for. This allows you to get vital information out within minutes. So, log into the dashboard and try this new feature for yourself.