Instructions Using Advanced Search / Audience Builder

The new Audience Builder / Send Bulk Email is an advanced Reporting and Search tool that combines the most powerful aspects of Advanced Search, the old Mailroom, and even some Custom Reporting functions.

Because this screen covers so many components, we'll be building out a series of instructions on the different tools and features inside the Audience Builder.

Note: if you are a Local Secretary, check out these Shortcuts for Email Members and Labels / Envelopes.

First, here's how to send an email:

Here's how to create a Birthday Month Report:

Here's how to produce labels for your members:

Here's how to Export Members by Raised / Full Member Month: