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Communicating with your entire membership at once is sometimes the best method, especially when sending out important communication that is relevant to all members. When communication only applies to a group of members, it is best to use target marketing in emails to effectively deliver the message. In order to use target marketing, Dynamic and Static Groups should be employed. Dynamic Groups automatically add members based on defined rules from the Directory and accounting system. Static Groups are created by manually adding members, or allowing for opt-in/opt-out groups. Dynamic Groups are also used for the member sync from Office to the Website, and this group may need to be reviewed to ensure the proper member types are flowing from Office to the Website.

Use Case(s)

Dynamic and Static Groups are best used when using target marketing to send detailed communication to member groups. Dynamic Groups are set by defined rules that pull from the Directory or accounting system. Dynamic Groups may be groups such as: birthdays this month, balance overdue, or membership type. Static Groups are created by manually adding members to groups, but these groups may also be opt-in/opt-out, so that members may choose to be included in the group. Static Groups may include: Bridge Club, Board of Directors, or to receive a monthly Social Newsletter. Dynamic Groups are used to sync member types from Office to the Website.


This video contains highlights from a training Webinar given on Dynamic and Static Groups.