Newsletter List Setup

Setting Newsletter Recipient Types

IMPORTANT: First, click on the follow links to import:  Google ContactsApple ContactsCSV Files, or TntConnect database before you proceed.

Filter Contacts By Newsletter Types

First, it is best to determine the list of contacts that currently receive a newsletter.

  • Go to the Contacts page and locate Filters on the left side.
  • Click on Newsletter Recipients and choose All.
  • MPDX will display all contacts with any newsletter recipient type, including None.

  • Filter, one at a time, on Newsletter Recipients for Physical Only, Email Only, and Both Only.
  • Verify the contacts for each type of newsletter is correct.
  • Repeat this for Newsletter Recipients, Nothing Selected.

You can  Export a Filtered List of newsletter recipients to a CSV file to view each list.

Filter Contacts By Status

  • Go to the Contacts page and locate Filters on the left side.
  • Click on Status and then choose Partner - Financial.
  • Repeat this process for any Status type, i.e., Partner - Pray or Partner - Special.

You can also group contacts by tags or other filters to fine-tune your newsletter lists. Click the link:  Lookup with Filters and Tags for more details.

Updating Newsletter Type for All Contacts

  • After you've applied a newsletter filter type, click on the Select button.
  • Select All Contacts, i.e., Select all 36 Contacts.

  • Click on Actions and select Edit Fields.

  • Click on the Newsletter drop-down and select a Type, i.e., Both.
  • When finished, click the Save button.

Updating Newsletter Type for Select Contacts

After you've set a newsletter filter type:

  • Click on the Checkbox (turns dark blue) for a select group of contacts.
  • Click on Actions and then Edit Fields.
  • Select the appropriate Newsletter Type (above).

Updating Newsletter Type For a Single Contact

  • From the Contacts page, click on the Contact Name link.

  • Locate the Newsletter Field and click the drop-down.
  • Select the Newsletter Type i.e., Email, and it will be saved automatically.

Once you've scrubbed your newsletter recipient lists, you can perform a standard  Mail Merge or connect with MailChimpPrayerLetters or ChalkLine.

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