Newsletter list: Create a new newsletter list or transfer your existing filters
Do you need to create a newsletter list or just want to transfer existing contact filters to a newsletter list?
To create a newsletter list, do the following:
Go to “People” and then “Lists” in the black menu on the left. Next, click “Add” and select “Create newsletter list”:
You will now first be asked to enter a title for the new newsletter list:
If you just want to create a newsletter list but not transfer contacts from a filter, simply select “No. Create the newsletter without adding subscribers.”
If you want to transfer a previous filter, select “Yes, add contacts as subscribers from a current filter”.
You can now select the name of the current filter you want to migrate in the field below. The old filter itself will remain in parallel with the new newsletter list under Lists in the “Filters” tab. You can delete it manually if needed.
For installations in multiple municipalities: Select which parishes the contacts in this newsletter list should be associated with and which parishes are allowed to use this newsletter list.
Finally, select which of your consents should be the default consent for the new newsletter list. We have created a template for this, but you can also create a new consent yourself under “Consent”.
Once you have chosen whether you want to use the widget on your site, save your entries and the filter will be transferred.
You can also add a contact to a newsletter list manually as follows:
Find the contact under “Contacts”.
Click on the contact's name to open their profile.
Click on the “Settings” tab.
In the “Newsletter subscriptions” field, check the relevant newsletter list(s). The contact is now on the selected newsletter list(s):
When you create a newsletter list, website visitors will automatically be able to sign up for it in the pop-up that appears on the bottom right of the screen. If you have multiple newsletter lists, you can check off the ones you want to receive. You find the setting for the newsletter pop-up under your name in the top right corner > ChurchDesk Settings > People.
To create a newsletter list, do the following:
Go to “People” and then “Lists” in the black menu on the left. Next, click “Add” and select “Create newsletter list”:
You will now first be asked to enter a title for the new newsletter list:
If you just want to create a newsletter list but not transfer contacts from a filter, simply select “No. Create the newsletter without adding subscribers.”
If you want to transfer a previous filter, select “Yes, add contacts as subscribers from a current filter”.
You can now select the name of the current filter you want to migrate in the field below. The old filter itself will remain in parallel with the new newsletter list under Lists in the “Filters” tab. You can delete it manually if needed.
For installations in multiple municipalities: Select which parishes the contacts in this newsletter list should be associated with and which parishes are allowed to use this newsletter list.
Finally, select which of your consents should be the default consent for the new newsletter list. We have created a template for this, but you can also create a new consent yourself under “Consent”.
Once you have chosen whether you want to use the widget on your site, save your entries and the filter will be transferred.
You can also add a contact to a newsletter list manually as follows:
Find the contact under “Contacts”.
Click on the contact's name to open their profile.
Click on the “Settings” tab.
In the “Newsletter subscriptions” field, check the relevant newsletter list(s). The contact is now on the selected newsletter list(s):
When you create a newsletter list, website visitors will automatically be able to sign up for it in the pop-up that appears on the bottom right of the screen. If you have multiple newsletter lists, you can check off the ones you want to receive. You find the setting for the newsletter pop-up under your name in the top right corner > ChurchDesk Settings > People.
Updated on: 31/07/2024
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