Changes made in GroupVine

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  • February 05, 2017 04:24
    GroupVine Support
    Changed reply in topic of How to manage your sub-groups by Robin to <b>Topics</b> (Please do a search in this question to reach the topic you’re interested in) Create a sub-group Delete a sub-group What’s the sub-group dashboard and how do I get to it? Adding members Deleting sub-group members Viewing sub-group memberships Exporting your community membership How to navigate to a sub-group Member lists in the main group and in sub-groups Using the Quick Send group email address from your main group Creating an online email from your main group <b><br /><u>Create a sub-group</u></b><u> </u><br />In addition to the main group, administrators can now create an unlimited number of sub-groups to facilitate communication among members in a group, which could be a club, committee, customers or classroom. <br /><br />To create a new sub-group, click&nbsp;<b>Manage Membership, lists, sub-groups &amp; permissions</b>&nbsp;on your home page, click <b>Manage sub-groups</b>&nbsp;down the left, and then click the&nbsp;<b>Add Sub-group</b> button (see below). <br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1547607/29903-15xe2kw_inline.png?1486266437" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1547607/29903-15xe2kw_inlinepng1486266437" /><br /> Your new sub-group will appear on the <b>Manage sub-groups</b> page listed in the sub-group dashboard. <b><br /><br /><u>Delete a sub-group</u><b></b></b><b><b><u> </u><br /></b></b>Follow these steps to delete a sub-group: <ol> <li>Click <b>Manage Group content (delete, copy, move)</b> on your home page, and scroll down to the <b>Sub-group</b> section.</li><li>Click the checkbox next to the sub-group(s) you want to delete.</li><li>Click <b>Delete</b>.</li> </ol> <b><u>What’s the sub-group dashboard and how do I get to it?</u></b><u> </u><br />On your home page, click <b>Manage Membership, lists, sub-groups and permissions</b>, and then click&nbsp;<b>Manage sub-groups</b>. From the sub-group dashboard, you can quickly view a summary of sub-group activity which lists each group's number of members, number of applicants waiting to be admitted, total number of emails sent, and the total number of emails sent in the last 30 days.&nbsp;&nbsp;<b><br /></b><b><br /><u>Adding members</u></b><br /><u> </u><ul><u> </u><li><b>From the main group’s <i>Manage members</i> tab</b>. \ Click the checkboxes of the members to add to a sub-group and then click the <b>Add to list or group</b> button. You’ll be able to choose the group to add the selected members to before confirming.</li> <li><b>From a sub-group’s <i>Add member(s)</i> tab</b>. Add members individually or select them from a list of community members. \ Note: If the group administrator adds a <i>new community</i> member, then the member is added to the group and can immediately receive emails to that group. The member is also added as "Pending" to the main group’s <b>Applications</b> tab to be admitted (or denied) membership to the main group. If admitted, they will also receive emails sent to the entire community. If the <i>account</i> administrator adds a new community member to a group, then the member is automatically admitted to the main group.</li> </ul> <b><u>Deleting sub-group members</u><br /></b><br /> Click the group's <b>Manage members, lists &amp; permissions</b> link on the group's homepage, select the checkboxes of the members to remove, and click the <b>Remove from <i>sub-group name</i></b> button. You’ll get a chance to confirm before the members are removed.<br /><b><br /><u>Viewing sub-group memberships<br /></u></b><br /> To see which groups a member belongs to, click on the member’s name in the main group’s member listing, and you’ll see a <b>Sub-groups</b> field listing the groups the user is a member of. <br /><b><br /><u>Exporting your community membership</u></b><u> <br /></u>Exporting from the main group will export the entire community account, which includes the main group and all of its sub-groups. <br /><br />Exporting from a sub-group will export only those members and list memberships in that sub-group. <br /><b><br /><u>How to navigate to a sub-group</u></b><u> </u><br />If your account has a sub-group, click the&nbsp;<b>Switch Group</b> menu located under the logo in the top left corner of your page and select a group to navigate to its home page.<br /><br />To help recognize which group context you're in, both the group and main group's logo are shown&nbsp;in the logo area in the top left corner. &nbsp;The group's logo is shown on top cascaded over the main group's logo. \ We encourage uploading different sub-group logos so this area can help identify which group you're working in. <br />For added convenience, when you’re viewing the main group’s membership on the <b>Manage members</b> tab, you can navigate to a group’s member listing by selecting the target group in the <b>Switch to</b> group menu. Then from a sub-group, you can click the <b>Return to main group</b> link to navigate to the main group’s member listing. <br /><b><br /><u>Member lists in the main group and in sub-groups</u></b><u> </u><br />Member lists created in the main group are shared with its sub-groups, and any changes to these lists must be done in the main group. When a member is added to a main group’s list, then they are also automatically a member of that list in any sub-group they belong to. For example, if Ms. Jones is added to the main group’s “Teachers” list and Ms. Jones is also a member of the 1st grade sub-group, then Ms. Jones is also on the (shared) “Teachers” list in the sub-group. <br /><br />Sub-group emails sent to lists defined in the main group are only delivered to the members of the sub-group who are also on the target list. Sub-groups can also create and manage their own member lists. Membership on a sub-group list can only be changed in the sub-group where the list was created. <br /><br />Note: List names (and sub-group names) must be unique in the entire account. <br />We also added some checkmark symbols to the overlay that comes up when you click on a member’s name in a member listing and then click on their <b>Manage membership</b> button. At a glance, the symbols should help you determine where the member was added to a list. <ul> <li>Normal checkmark - List was defined in the current group (which can be the main group or a sub-group). The administrator can add or remove the member from this list.</li> <li> Fixed checkmark - Member was added to the list that was defined in the main group (or a parent group for a GroupVine account). Changes to that list’s membership can only be done where the list was defined. (Fixed checkmarks will only appear in sub-group memberships.)</li> </ul> <b><u>Using the Quick Send group email address from your main group</u></b><u> <br /></u>Check out the box labeled <b>Want to email your members from your personal email account?</b> on your main group and sub-group homepages to get the group email address you need to send an email from your personal email account. Click on the <i>Click here</i> link to get a list of the member lists and sub-groups you can send to. <br /><b><br /><u>Creating an online email from your main group</u></b><u> <br /></u>If your account has sub-groups, then when you create an online email, you can choose the recipients to be a combination of lists and sub-groups. The sub-group and list names are displayed separately for clarity..
    Dispute this change
  • February 05, 2017 04:23
    GroupVine Support
    Changed reply in topic of How to manage your sub-groups by Robin to <b>Topics</b> (Please do a search in this question to reach the topic you’re interested in) Create a sub-group Delete a sub-group What’s the sub-group dashboard and how do I get to it? Adding members Deleting sub-group members Viewing sub-group memberships Exporting your community membership How to navigate to a sub-group Member lists in the main group and in sub-groups Using the Quick Send group email address from your main group Creating an online email from your main group <b><br /><u>Create a sub-group</u></b><u> </u><br />In addition to the main group, administrators can now create an unlimited number of sub-groups to facilitate communication among members in a group, which could be a club, committee, customers or classroom. <br /><br />To create a new sub-group, click&nbsp;<b>Manage Membership, lists, sub-groups &amp; permissions</b>&nbsp;on your home page, click <b>Manage sub-groups</b>&nbsp;down the left, and then click the&nbsp;<b>Add Sub-group</b> button (see below). <br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1547607/29903-15xe2kw_inline.png?1486266437" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1547607/29903-15xe2kw_inlinepng1486266437" /><br /> Your new sub-group will appear on the <b>Manage sub-groups</b> page listed in the sub-group dashboard. <b><br /><br /><u>Delete a sub-group</u><b></b></b><b><b><u> </u><br /></b></b>Follow these steps to delete a sub-group: <ol> <li>Click <b>Manage Group content (delete, copy, move)</b> on your home page, and scroll down to the <b>Sub-group</b> section.</li><li>Click the checkbox next to the sub-group(s) you want to delete.</li><li>Click <b>Delete</b>.</li> </ol> <b><u>What’s the sub-group dashboard and how do I get to it?</u></b><u> </u><br />On your home page, click <b>Manage Membership, lists, sub-groups and permissions</b>, and then click&nbsp;<b>Manage sub-groups</b>. From the sub-group dashboard, you can quickly view a summary of sub-group activity which lists each group's number of members, number of applicants waiting to be admitted, total number of emails sent, and the total number of emails sent in the last 30 days.&nbsp;&nbsp;<b><br /></b><b><br /><u>Adding members</u></b><br /><u> </u><ul><u> </u><li><b>From the main group’s <i>Manage members</i> tab</b>. \ Click the checkboxes of the members to add to a sub-group and then click the <b>Add to list or group</b> button. You’ll be able to choose the group to add the selected members to before confirming.</li> <li><b>From a sub-group’s <i>Add member(s)</i> tab</b>. Add members individually or select them from a list of community members. \ Note: If the group administrator adds a <i>new community</i> member, then the member is added to the group and can immediately receive emails to that group. The member is also added as "Pending" to the main group’s <b>Applications</b> tab to be admitted (or denied) membership to the main group. If admitted, they will also receive emails sent to the entire community. If the <i>account</i> administrator adds a new community member to a group, then the member is automatically admitted to the main group.</li> </ul> <b><u>Deleting sub-group members</u><br /></b><br /> Click the group's <b>Manage members, lists &amp; permissions</b> link on the group's homepage, select the checkboxes of the members to remove, and click the <b>Remove from <i>sub-group name</i></b> button. You’ll get a chance to confirm before the members are removed.<br /><b><br /><u>Viewing sub-group memberships<br /></u></b><br /> To see which groups a member belongs to, click on the member’s name in the main group’s member listing, and you’ll see a <b>Sub-groups</b> field listing the groups the user is a member of. <br /><b><br /><u>Exporting your community membership</u></b><u> <br /></u>Exporting from the main group will export the entire community account, which includes the main group and all of its sub-groups. <br /><br />Exporting from a sub-group will export only those members and list memberships in that sub-group. <br /><b><br /><u>How to navigate to a sub-group</u></b><u> </u><br />If your account has a sub-group, click the&nbsp;<b>Switch Group</b> menu located under the logo in the top left corner of your page and select a group to navigate to its home page.<br /><br />To help recognize which group context you're in, both the group and main group's logo are shown&nbsp;in the logo area in the top left corner. &nbsp;The group's logo is shown on top cascaded over the main group's logo. \ We encourage uploading different sub-group logos so this area can help identify which group you're working in. <br /><br />For added convenience, when you’re viewing the main group’s membership on the <b>Manage members</b> tab, you can navigate to a group’s member listing by selecting the target group in the <b>Switch to</b> group menu. Then from a sub-group, you can click the <b>Return to main group</b> link to navigate to the main group’s member listing. <br /><b><br /><u>Member lists in the main group and in sub-groups</u></b><u> </u><br />Member lists created in the main group are shared with its sub-groups, and any changes to these lists must be done in the main group. When a member is added to a main group’s list, then they are also automatically a member of that list in any sub-group they belong to. For example, if Ms. Jones is added to the main group’s “Teachers” list and Ms. Jones is also a member of the 1st grade sub-group, then Ms. Jones is also on the (shared) “Teachers” list in the sub-group. <br /><br />Sub-group emails sent to lists defined in the main group are only delivered to the members of the sub-group who are also on the target list. Sub-groups can also create and manage their own member lists. Membership on a sub-group list can only be changed in the sub-group where the list was created. <br /><br />Note: List names (and sub-group names) must be unique in the entire account. <br /><br />We also added some checkmark symbols to the overlay that comes up when you click on a member’s name in a member listing and then click on their <b>Manage membership</b> button. At a glance, the symbols should help you determine where the member was added to a list. <ul> <li>Normal checkmark - List was defined in the current group (which can be the main group or a sub-group). The administrator can add or remove the member from this list.</li> <li> Fixed checkmark - Member was added to the list that was defined in the main group (or a parent group for a GroupVine account). Changes to that list’s membership can only be done where the list was defined. (Fixed checkmarks will only appear in sub-group memberships.)</li> </ul> <b><u>Using the Quick Send group email address from your main group</u></b><u> <br /></u>Check out the box labeled <b>Want to email your members from your personal email account?</b> on your main group and sub-group homepages to get the group email address you need to send an email from your personal email account. Click on the <i>Click here</i> link to get a list of the member lists and sub-groups you can send to. <br /><b><br /><u>Creating an online email from your main group</u></b><u> <br /></u>If your account has sub-groups, then when you create an online email, you can choose the recipients to be a combination of lists and sub-groups. The sub-group and list names are displayed separately for clarity..
    Dispute this change
  • February 05, 2017 04:23
    GroupVine Support
    Changed reply in topic of How to manage your sub-groups by Robin to <b>Topics</b> (Please do a search in this question to reach the topic you’re interested in) Create a sub-group Delete a sub-group What’s the sub-group dashboard and how do I get to it? Adding members Deleting sub-group members Viewing sub-group memberships Exporting your community membership How to navigate to a sub-group Member lists in the main group and in sub-groups Using the Quick Send group email address from your main group Creating an online email from your main group <b><br /><u>Create a sub-group</u></b><u> </u><br />In addition to the main group, administrators can now create an unlimited number of sub-groups to facilitate communication among members in a group, which could be a club, committee, customers or classroom. <br /><br />To create a new sub-group, click&nbsp;<b>Manage Membership, lists, sub-groups &amp; permissions</b>&nbsp;on your home page, click <b>Manage sub-groups</b>&nbsp;down the left, and then click the&nbsp;<b>Add Sub-group</b> button (see below). <br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1547607/29903-15xe2kw_inline.png?1486266437" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1547607/29903-15xe2kw_inlinepng1486266437" /><br /> Your new sub-group will appear on the <b>Manage sub-groups</b> page listed in the sub-group dashboard. <b><br /><br /><u>Delete a sub-group</u><b></b></b><b><b><u> </u><br /></b></b>Follow these steps to delete a sub-group: <ol> <li>Click <b>Manage Group content (delete, copy, move)</b> on your home page, and scroll down to the <b>Sub-group</b> section.</li><li>Click the checkbox next to the sub-group(s) you want to delete.</li><li>Click <b>Delete</b>.</li> </ol> <b><u>What’s the sub-group dashboard and how do I get to it?</u></b><u> </u><br />On your home page, click <b>Manage Membership, lists, sub-groups and permissions</b>, and then click&nbsp;<b>Manage sub-groups</b>. From the sub-group dashboard, you can quickly view a summary of sub-group activity which lists each group's number of members, number of applicants waiting to be admitted, total number of emails sent, and the total number of emails sent in the last 30 days.&nbsp;&nbsp;<b><br /></b><b><br /><u>Adding members</u></b><br /><u> </u><ul><u> </u><li><b>From the main group’s <i>Manage members</i> tab</b>. \ Click the checkboxes of the members to add to a sub-group and then click the <b>Add to list or group</b> button. You’ll be able to choose the group to add the selected members to before confirming.</li> <li><b>From a sub-group’s <i>Add member(s)</i> tab</b>. Add members individually or select them from a list of community members. \ Note: If the group administrator adds a <i>new community</i> member, then the member is added to the group and can immediately receive emails to that group. The member is also added as "Pending" to the main group’s <b>Applications</b> tab to be admitted (or denied) membership to the main group. If admitted, they will also receive emails sent to the entire community. If the <i>account</i> administrator adds a new community member to a group, then the member is automatically admitted to the main group.</li> </ul> <b><u>Deleting sub-group members</u><br /></b><br /> Click the group's <b>Manage members, lists &amp; permissions</b> link on the group's homepage, select the checkboxes of the members to remove, and click the <b>Remove from <i>sub-group name</i></b> button. You’ll get a chance to confirm before the members are removed.<br /><b><br /><u>Viewing sub-group memberships<br /></u></b><br /> To see which groups a member belongs to, click on the member’s name in the main group’s member listing, and you’ll see a <b>Sub-groups</b> field listing the groups the user is a member of. <br /><b><br /><u>Exporting your community membership</u></b><u> <br /></u>Exporting from the main group will export the entire community account, which includes the main group and all of its sub-groups. <br /><br />Exporting from a sub-group will export only those members and list memberships in that sub-group. <br /><b><br /><u>How to navigate to a sub-group</u></b><u> </u><br />If your account has a sub-group, click the&nbsp;<b>Switch Group</b> menu located under the logo in the top left corner of your page and select a group to navigate to its home page.<br /><br />To help recognize which group context you're in, both the group and main group's logo are shown&nbsp;in the logo area in the top left corner. &nbsp;The group's logo is shown on top cascaded over the main group's logo. \ We encourage uploading different sub-group logos so this area can help identify which group you're working in. <br /><br />For added convenience, when you’re viewing the main group’s membership on the <b>Manage members</b> tab, you can navigate to a group’s member listing by selecting the target group in the <b>Switch to</b> group menu. Then from a sub-group, you can click the <b>Return to main group</b> link to navigate to the main group’s member listing. <br /><b><br /><u>Member lists in the main group and in sub-groups</u></b><u> </u><br />Member lists created in the main group are shared with its sub-groups, and any changes to these lists must be done in the main group. When a member is added to a main group’s list, then they are also automatically a member of that list in any sub-group they belong to. For example, if Ms. Jones is added to the main group’s “Teachers” list and Ms. Jones is also a member of the 1st grade sub-group, then Ms. Jones is also on the (shared) “Teachers” list in the sub-group. <br /><br />Sub-group emails sent to lists defined in the main group are only delivered to the members of the sub-group who are also on the target list. Sub-groups can also create and manage their own member lists. Membership on a sub-group list can only be changed in the sub-group where the list was created. <br /><br />Note: List names (and sub-group names) must be unique in the entire account. <br /><br />We also added some checkmark symbols to the overlay that comes up when you click on a member’s name in a member listing and then click on their <b>Manage membership</b> button. At a glance, the symbols should help you determine where the member was added to a list. <ul> <li>Normal checkmark - List was defined in the current group (which can be the main group or a sub-group). The administrator can add or remove the member from this list.</li> <li> Fixed checkmark - Member was added to the list that was defined in the main group (or a parent group for a GroupVine account). Changes to that list’s membership can only be done where the list was defined. (Fixed checkmarks will only appear in sub-group memberships.)</li> </ul> <b><u>Using the Quick Send group email address from your main group</u></b><u> <br /></u>Check out the box labeled <b>Want to email your members from your personal email account?</b> on your main group and sub-group homepages to get the group email address you need to send an email from your personal email account. Click on the <i>Click here</i> link to get a list of the member lists and sub-groups you can send to. <br /><b><br /><u>Creating an online email from your main group</u></b><u> <br /></u>If your account has sub-groups, then when you create an online email, you can choose the recipients to be a combination of lists and sub-groups. The sub-group and list names are displayed separately for clarity..
    Dispute this change
  • February 05, 2017 04:22
    GroupVine Support
    Changed reply in topic of How to manage your sub-groups by Robin to <b>Topics</b> (Please do a search in this question to reach the topic you’re interested in) Create a sub-group Delete a sub-group What’s the sub-group dashboard and how do I get to it? Adding members Deleting sub-group members Viewing sub-group memberships Exporting your community membership How to navigate to a sub-group Member lists in the main group and in sub-groups Using the Quick Send group email address from your main group Creating an online email from your main group <b><br /><u>Create a sub-group</u></b><u> </u><br />In addition to the main group, administrators can now create an unlimited number of sub-groups to facilitate communication among members in a group, which could be a club, committee, customers or classroom. <br /><br />To create a new sub-group, click&nbsp;<b>Manage Membership, lists, sub-groups &amp; permissions</b>&nbsp;on your home page, click <b>Manage sub-groups</b>&nbsp;down the left, and then click the&nbsp;<b>Add Sub-group</b> button (see below). <br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1547607/29903-15xe2kw_inline.png?1486266437" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1547607/29903-15xe2kw_inlinepng1486266437" /><br /> Your new sub-group will appear on the <b>Manage sub-groups</b> page listed in the sub-group dashboard. <b><br /><br /><u>Delete a sub-group</u><b></b></b><b><b><u> </u><br /></b></b>Follow these steps to delete a sub-group: <ol> <li>Click <b>Manage Group content (delete, copy, move)</b> on your home page, and scroll down to the <b>Sub-group</b> section.</li><li>Click the checkbox next to the sub-group(s) you want to delete.</li><li>Click <b>Delete</b>.</li> </ol> <b><u>What’s the sub-group dashboard and how do I get to it?</u></b><u> </u><br />On your home page, click <b>Manage Membership, lists, sub-groups and permissions</b>, and then click&nbsp;<b>Manage sub-groups</b>. From the sub-group dashboard, you can quickly view a summary of sub-group activity which lists each group's number of members, number of applicants waiting to be admitted, total number of emails sent, and the total number of emails sent in the last 30 days.&nbsp;&nbsp;<b><br /></b><b><br /><u>Adding members</u></b><br /><u> </u><ul><u> </u><li><b>From the main group’s <i>Manage members</i> tab</b>. \ Click the checkboxes of the members to add to a sub-group and then click the <b>Add to list or group</b> button. You’ll be able to choose the group to add the selected members to before confirming.</li> <li><b>From a sub-group’s <i>Add member(s)</i> tab</b>. Add members individually or select them from a list of community members. \ Note: If the group administrator adds a <i>new community</i> member, then the member is added to the group and can immediately receive emails to that group. The member is also added as "Pending" to the main group’s <b>Applications</b> tab to be admitted (or denied) membership to the main group. If admitted, they will also receive emails sent to the entire community. If the <i>account</i> administrator adds a new community member to a group, then the member is automatically admitted to the main group.</li> </ul> <b><u>Deleting sub-group members</u><br /></b><br /> Click the group's <b>Manage members, lists &amp; permissions</b> link on the group's homepage, select the checkboxes of the members to remove, and click the <b>Remove from <i>sub-group name</i></b> button. You’ll get a chance to confirm before the members are removed.<br /><b><br /><u>Viewing sub-group memberships<br /></u></b><br /> To see which groups a member belongs to, click on the member’s name in the main group’s member listing, and you’ll see a <b>Sub-groups</b> field listing the groups the user is a member of. <br /><b><br /><u>Exporting your community membership</u></b><u> <br /></u>Exporting from the main group will export the entire community account, which includes the main group and all of its sub-groups. <br /><br />Exporting from a sub-group will export only those members and list memberships in that sub-group. <br /><b><br /><u>How to navigate to a sub-group</u></b><u> </u><br />If your account has a sub-group, click the&nbsp;<b>Switch Group</b> menu located under the logo in the top left corner of your page and select a group to navigate to its home page.<br /><br />To help recognize which group context you're in, both the group and main group's logo are shown&nbsp;in the logo area in the top left corner. &nbsp;The group's logo is shown on top cascaded over the main group's logo. \ We encourage uploading different sub-group logos so this area can help identify which group you're working in. <br /><br />For added convenience, when you’re viewing the main group’s membership on the <b>Manage members</b> tab, you can navigate to a group’s member listing by selecting the target group in the <b>Switch to</b> group menu. Then from a sub-group, you can click the <b>Return to main group</b> link to navigate to the main group’s member listing. <br /><b><br /><u>Member lists in the main group and in sub-groups</u></b><u> </u><br />Member lists created in the main group are shared with its sub-groups, and any changes to these lists must be done in the main group. When a member is added to a main group’s list, then they are also automatically a member of that list in any sub-group they belong to. For example, if Ms. Jones is added to the main group’s “Teachers” list and Ms. Jones is also a member of the 1st grade sub-group, then Ms. Jones is also on the (shared) “Teachers” list in the sub-group. <br /><br />Sub-group emails sent to lists defined in the main group are only delivered to the members of the sub-group who are also on the target list. Sub-groups can also create and manage their own member lists. Membership on a sub-group list can only be changed in the sub-group where the list was created. <br /><br />Note: List names (and sub-group names) must be unique in the entire account. <br /><br />We also added some checkmark symbols to the overlay that comes up when you click on a member’s name in a member listing and then click on their <b>Manage membership</b> button. At a glance, the symbols should help you determine where the member was added to a list. <ul> <li>Normal checkmark - List was defined in the current group (which can be the main group or a sub-group). The administrator can add or remove the member from this list.</li> <li> Fixed checkmark - Member was added to the list that was defined in the main group (or a parent group for a GroupVine account). Changes to that list’s membership can only be done where the list was defined. (Fixed checkmarks will only appear in sub-group memberships.)</li> </ul> <b><u>Using the Quick Send group email address from your main group</u></b><u> <br /></u>Check out the box labeled <b>Want to email your members from your personal email account?</b> on your main group and sub-group homepages to get the group email address you need to send an email from your personal email account. Click on the <i>Click here</i> link to get a list of the member lists and sub-groups you can send to. <br /><b><br /><u>Creating an online email from your main group</u></b><u> <br /></u>If your account has sub-groups, then when you create an online email, you can choose the recipients to be a combination of lists and sub-groups. The sub-group and list names are displayed separately for clarity..
    Dispute this change
  • February 05, 2017 04:20
    GroupVine Support
    Changed reply in topic of How to manage your sub-groups by Robin to <b>Topics</b> (Please do a search in this question to reach the topic you’re interested in) Create a sub-group Delete a sub-group What’s the sub-group dashboard and how do I get to it? Adding members Deleting sub-group members Viewing sub-group memberships Exporting your community membership How to navigate to a sub-group Member lists in the main group and in sub-groups Using the Quick Send group email address from your main group Creating an online email from your main group <b><br /><u>Create a sub-group</u></b><u> </u><br />In addition to the main group, administrators can now create an unlimited number of sub-groups to facilitate communication among members in a group, which could be a club, committee, customers or classroom. <br /><br />To create a new sub-group, click&nbsp;<b>Manage Membership, lists, sub-groups &amp; permissions</b>&nbsp;on your home page, click <b>Manage sub-groups</b>&nbsp;down the left, and then click the&nbsp;<b>Add Sub-group</b> button (see below). <br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1547607/29903-15xe2kw_inline.png?1486266437" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1547607/29903-15xe2kw_inlinepng1486266437" /><br /> Your new sub-group will appear on the <b>Manage sub-groups</b> page listed in the sub-group dashboard. <b><br /><br /><u>Delete a sub-group</u><b></b></b><b><b><u> </u><br /></b></b>Follow these steps to delete a sub-group: <ol> <li>Click <b>Manage Group content (delete, copy, move)</b> on your home page, and scroll down to the <b>Sub-group</b> section.</li><li>Click the checkbox next to the sub-group(s) you want to delete.</li><li>Click <b>Delete</b>.</li> </ol> <b><u>What’s the sub-group dashboard and how do I get to it?</u></b><u> </u><br />On your home page, click <b>Manage Membership, lists, sub-groups and permissions</b>, and then click&nbsp;<b>Manage sub-groups</b>. From the sub-group dashboard, you can quickly view a summary of sub-group activity which lists each group's number of members, number of applicants waiting to be admitted, total number of emails sent, and the total number of emails sent in the last 30 days.&nbsp;&nbsp;<b><br /></b><b><br /><u>Adding members</u></b><br /><u> </u><ul><u> </u><li><b>From the main group’s <i>Manage members</i> tab</b>. \ Click the checkboxes of the members to add to a sub-group and then click the <b>Add to list or group</b> button. You’ll be able to choose the group to add the selected members to before confirming.</li> <li><b>From a sub-group’s <i>Add member(s)</i> tab</b>. Add members individually or select them from a list of community members. \ Note: If the group administrator adds a <i>new community</i> member, then the member is added to the group and can immediately receive emails to that group. The member is also added as "Pending" to the main group’s <b>Applications</b> tab to be admitted (or denied) membership to the main group. If admitted, they will also receive emails sent to the entire community. If the <i>account</i> administrator adds a new community member to a group, then the member is automatically admitted to the main group.</li> </ul> <b><u>Deleting sub-group members</u><br /></b><br /> Click the group's <b>Manage members, lists &amp; permissions</b> link on the group's homepage, select the checkboxes of the members to remove, and click the <b>Remove from <i>sub-group name</i></b> button. You’ll get a chance to confirm before the members are removed.<br /><b><br /><u>Viewing sub-group memberships<br /></u></b><br /> To see which groups a member belongs to, click on the member’s name in the main group’s member listing, and you’ll see a <b>Sub-groups</b> field listing the groups the user is a member of. <br /><b><br /><u>Exporting your community membership</u></b><u> <br /></u><br />Exporting from the main group will export the entire community account, which includes the main group and all of its sub-groups. <br /><br />Exporting from a sub-group will export only those members and list memberships in that sub-group. <br /><b><br /><u>How to navigate to a sub-group</u></b><u> </u><br />If your account has a sub-group, click the&nbsp;<b>Switch Group</b> menu located under the logo in the top left corner of your page and select a group to navigate to its home page.<br /><br />To help recognize which group context you're in, both the group and main group's logo are shown&nbsp;in the logo area in the top left corner. &nbsp;The group's logo is shown on top cascaded over the main group's logo. \ We encourage uploading different sub-group logos so this area can help identify which group you're working in. <br /><br />For added convenience, when you’re viewing the main group’s membership on the <b>Manage members</b> tab, you can navigate to a group’s member listing by selecting the target group in the <b>Switch to</b> group menu. Then from a sub-group, you can click the <b>Return to main group</b> link to navigate to the main group’s member listing. <br /><b><br /><u>Member lists in the main group and in sub-groups</u></b><u> </u><br />Member lists created in the main group are shared with its sub-groups, and any changes to these lists must be done in the main group. When a member is added to a main group’s list, then they are also automatically a member of that list in any sub-group they belong to. For example, if Ms. Jones is added to the main group’s “Teachers” list and Ms. Jones is also a member of the 1st grade sub-group, then Ms. Jones is also on the (shared) “Teachers” list in the sub-group. <br /><br />Sub-group emails sent to lists defined in the main group are only delivered to the members of the sub-group who are also on the target list. Sub-groups can also create and manage their own member lists. Membership on a sub-group list can only be changed in the sub-group where the list was created. <br /><br />Note: List names (and sub-group names) must be unique in the entire account. <br /><br />We also added some checkmark symbols to the overlay that comes up when you click on a member’s name in a member listing and then click on their <b>Manage membership</b> button. At a glance, the symbols should help you determine where the member was added to a list. <ul> <li>Normal checkmark - List was defined in the current group (which can be the main group or a sub-group). The administrator can add or remove the member from this list.</li> <li> Fixed checkmark - Member was added to the list that was defined in the main group (or a parent group for a GroupVine account). Changes to that list’s membership can only be done where the list was defined. (Fixed checkmarks will only appear in sub-group memberships.)</li> </ul> <b><u>Using the Quick Send group email address from your main group</u></b><u> <br /></u><br />Check out the box labeled <b>Want to email your members from your personal email account?</b> on your main group and sub-group homepages to get the group email address you need to send an email from your personal email account. Click on the <i>Click here</i> link to get a list of the member lists and sub-groups you can send to. <br /><b><br /><u>Creating an online email from your main group</u></b><u> <br /></u><br />If your account has sub-groups, then when you create an online email, you can choose the recipients to be a combination of lists and sub-groups. The sub-group and list names are displayed separately for clarity..
    Dispute this change
  • February 05, 2017 04:18
    GroupVine Support
    Changed reply in topic of How to manage your sub-groups by Robin to <b>Topics</b> (Please do a search in this question to reach the topic you’re interested in) Create a sub-group Delete a sub-group What’s the sub-group dashboard and how do I get to it? Adding members Exporting your community membership How to navigate to a sub-group Member lists in the main group and in sub-groups Using the Quick Send group email address from your main group Creating an online email from your main group <b><br /><u>Create a sub-group</u></b><u> </u><br />In addition to the main group, administrators can now create an unlimited number of sub-groups to facilitate communication among members in a group, which could be a club, committee, customers or classroom. <br /><br />To create a new sub-group, click&nbsp;<b>Manage Membership, lists, sub-groups &amp; permissions</b>&nbsp;on your home page, click <b>Manage sub-groups</b>&nbsp;down the left, and then click the&nbsp;<b>Add Sub-group</b> button (see below). <br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1547607/29903-15xe2kw_inline.png?1486266437" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1547607/29903-15xe2kw_inlinepng1486266437" /><br /> Your new sub-group will appear on the <b>Manage sub-groups</b> page listed in the sub-group dashboard. <b><br /><br /><u>Delete a sub-group</u><b></b></b><b><b><u> </u><br /></b></b>Follow these steps to delete a sub-group: <ol> <li>Click <b>Manage Group content (delete, copy, move)</b> on your home page, and scroll down to the <b>Sub-group</b> section.</li><li>Click the checkbox next to the sub-group(s) you want to delete.</li><li>Click <b>Delete</b><span>.</span></li> </ol> <b><u>What’s the sub-group dashboard and how do I get to it?</u></b><u> </u><br />On your home page, click <b>Manage Membership, lists, sub-groups and permissions</b>, and then click&nbsp;<b>Manage sub-groups</b>. From the sub-group dashboard, you can quickly view a summary of sub-group activity which lists each group's number of members, number of applicants waiting to be admitted, total number of emails sent, and the total number of emails sent in the last 30 days.&nbsp;&nbsp;<b><br /></b><b><br /><u>Adding members</u></b><br /><u> </u><ul><u> </u><li><b>From the main group’s <i>Manage members</i> tab</b>. Click the checkboxes of the members to add to a sub-group and then click the <b>Add to list or group</b> button. You’ll be able to choose the group to add the selected members to before confirming.</li> <li><b>From a sub-group’s <i>Add member(s)</i> tab</b>. Add members individually or select them from a list of community members. Note: If the group administrator adds a <i>new community</i> member, then the member is added to the group and can immediately receive emails to that group. The member is also added as "Pending" to the main group’s <b>Applications</b> tab to be admitted (or denied) membership to the main \ group. If admitted, they will also receive emails sent to the entire community. \ If the <i>account</i> administrator adds a new community member to a group, then the member is automatically admitted to the main group.</li> </ul> <b><u>Deleting sub-group members</u><br /></b><br /> Click the group's <b>Manage members, lists &amp; permissions</b> link on the group's homepage, select the checkboxes of the members to remove, and click the <b>Remove from <i>sub-group name</i></b> button. You’ll get a chance to confirm before the members are removed.<br /><b><br /><u>Viewing sub-group memberships<br /></u></b><br /> To see which groups a member belongs to, click on the member’s name in the main group’s member listing, and you’ll see a <b>Sub-groups</b> field listing the groups the user is a member of. <br /><b><br /><u>Exporting your community membership</u></b><u> </u><br /><br />Exporting from the main group will export the entire community account, which includes the main group and all of its sub-groups. <br /><br />Exporting from a sub-group will export only those members and list memberships in that sub-group. <br /><b><br /><u>How to navigate to a sub-group</u></b><u> </u><br />If your account has a sub-group, click the&nbsp;<b>Switch Group</b> menu located under the logo in the top left corner of your page and select a group to navigate to its home page.<br /><br />To help recognize which group context you're in, both the group and main group's logo are shown&nbsp;in the logo area in the top left corner. &nbsp;The group's logo is shown on top cascaded over the main group's logo. We encourage uploading different sub-group logos so this area can help identify which group you're working in. <br /><br />For added convenience, when you’re viewing the main group’s membership on the <b>Manage members</b> tab, you can navigate to a group’s member listing by selecting the target group in the <b>Switch to</b> group menu. Then from a sub-group, you can click the <b>Return to main group</b> link to navigate to the main group’s member listing. <br /><b><br /><u>Member lists in the main group and in sub-groups</u></b><u> </u><br />Member lists created in the main group are shared with its sub-groups, and any changes to these lists must be done in the main group. When a member is added to a main group’s list, then they are also automatically a member of that list in any sub-group they belong to. For example, if Ms. Jones is added to the main group’s “Teachers” list and Ms. Jones is also a member of the 1st grade sub-group, then Ms. Jones is also on the (shared) “Teachers” list in the sub-group. <br /><br />Sub-group emails sent to lists defined in the main group are only delivered to the members of the sub-group who are also on the target list. Sub-groups can also create and manage their own member lists. Membership on a sub-group list can only be changed in the sub-group where the list was created. <br /><br />Note: List names (and sub-group names) must be unique in the entire account. <br /><br />We also added some checkmark symbols to the overlay that comes up when you click on a member’s name in a member listing and then click on their <b>Manage membership</b> button. At a glance, the symbols should help you determine where the member was added to a list. <ul> <li>Normal checkmark - List was defined in the current group (which can be the main group or a sub-group). The administrator can add or remove the member from this list.</li> <li> Fixed checkmark - Member was added to the list that was defined in the main group (or a parent group for a GroupVine account). Changes to that list’s membership can only be done where the list was defined. (Fixed checkmarks will only appear in sub-group memberships.)</li> </ul> <b><u>Using the Quick Send group email address from your main group</u></b><u> </u><br /><br />Check out the box labeled <b>Want to email your members from your personal email account?</b> on your main group and sub-group homepages to get the group email address you need to send an email from your personal email account. Click on the <i>Click here</i> link to get a list of the member lists and sub-groups you can send to. <br /><b><br /><u>Creating an online email from your main group</u></b><u> </u><br /><br />If your account has sub-groups, then when you create an online email, you can choose the recipients to be a combination of lists and sub-groups. The sub-group and list names are displayed separately for clarity..
    Dispute this change
  • February 05, 2017 04:16
    GroupVine Support
    Changed reply in topic of How to manage your sub-groups by Robin to <b>Topics</b> (Please do a search in this question to reach the topic you’re interested in) Create a sub-group Delete a sub-group What’s the sub-group dashboard and how do I get to it? Adding members Exporting your community membership How to navigate to a sub-group Member lists in the main group and in sub-groups Using the Quick Send group email address from your main group Creating an online email from your main group <b><br /><u>Create a sub-group</u></b><u> </u><br />In addition to the main group, administrators can now create an unlimited number of sub-groups to facilitate communication among members in a group, which could be a club, committee, customers or classroom. <br /><br />To create a new sub-group, click&nbsp;<b>Manage Membership, lists, sub-groups &amp; permissions</b>&nbsp;on your home page, click <b>Manage sub-groups</b>&nbsp;down the left, and then click the&nbsp;<b>Add Sub-group</b> button (see below). <br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1547607/29903-15xe2kw_inline.png?1486266437" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1547607/29903-15xe2kw_inlinepng1486266437" /><br /> Your new sub-group will appear on the <b>Manage sub-groups</b> page listed in the sub-group dashboard. <b><br /><br /><u>Delete a sub-group</u><b></b></b><b><b><u> </u><br /></b></b>Follow these steps to delete a sub-group: <ol> <li>Click <b>Manage Group content (delete, copy, move)</b> on your home page, and scroll down to the <b>Sub-group</b> section.</li> <li>Click the checkbox next to the sub-group(s) you want to delete.</li> <li>Click <b>Delete</b>.</li> </ol> <b><u>What’s the sub-group dashboard and how do I get to it?</u></b><u> </u><br />On your home page, click <b>Manage Membership, lists, sub-groups and permissions</b>, and then click&nbsp;<b>Manage sub-groups</b>. From the sub-group dashboard, you can quickly view a summary of sub-group activity which lists each group's number of members, number of applicants waiting to be admitted, total number of emails sent, and the total number of emails sent in the last 30 days.&nbsp;&nbsp;<b><br /></b><b><br />Adding members</b><br /> <ul> <li><b>From the main group’s <i>Manage members</i> tab</b>. Click the checkboxes of the members to add to a sub-group and then click the <b>Add to list or group</b> button. You’ll be able to choose the group to add the selected members to before confirming.</li> <li><b>From a sub-group’s <i>Add member(s)</i> tab</b>. \ Add members individually or select them from a list of community members. Note: If the group administrator adds a <i>new community</i> member, then the member is added to the group and can immediately receive emails to that group. The member is also added as "Pending" to the main group’s <b>Applications</b> tab to be admitted (or denied) membership to the main group. If admitted, they will also receive emails sent to the entire community. If the <i>account</i> administrator adds a new community member to a group, then the member is automatically admitted to the main group.</li> </ul> <b><u>Deleting sub-group members</u><br /></b><br /> Click the group's <b>Manage members, lists &amp; permissions</b> link on the group's homepage, select the checkboxes of the members to remove, and click the <b>Remove from <i>sub-group name</i></b> button. You’ll get a chance to confirm before the members are removed.<br /><b><br /><u>Viewing sub-group memberships</u></b><br /> To see which groups a member belongs to, click on the member’s name in the main group’s member listing, and you’ll see a <b>Sub-groups</b> field listing the groups the user is a member of. <b><br />Exporting your community membership</b> <br />Exporting from the main group will export the entire community account, which includes the main group and all of its sub-groups. <br /><br />Exporting from a sub-group will export only those members and list memberships in that sub-group. <b><br />How to navigate to a sub-group</b> <br />If your account has a sub-group, click the&nbsp;<b>Switch Group</b> menu located under the logo in the top left corner of your page and select a group to navigate to its home page.<br /><br />To help recognize which group context you're in, both the group and main group's logo are shown&nbsp;in the logo area in the top left corner. &nbsp;The group's logo is shown on top cascaded over the main group's logo. We encourage uploading different sub-group logos so this area can help identify which group you're working in. <br /><br />For added convenience, when you’re viewing the main group’s membership on the <b>Manage members</b> tab, you can navigate to a group’s member listing by selecting the target group in the <b>Switch to</b> group menu. Then from a sub-group, you can click the <b>Return to main group</b> link to navigate to the main group’s member listing. <b><br />Member lists in the main group and in sub-groups</b> <br />Member lists created in the main group are shared with its sub-groups, and any changes to these lists must be done in the main group. When a member is added to a main group’s list, then they are also automatically a member of that list in any sub-group they belong to. For example, if Ms. Jones is added to the main group’s “Teachers” list and Ms. Jones is also a member of the 1st grade sub-group, then Ms. Jones is also on the (shared) “Teachers” list in the sub-group. <br /><br />Sub-group emails sent to lists defined in the main group are only delivered to the members of the sub-group who are also on the target list. Sub-groups can also create and manage their own member lists. Membership on a sub-group list can only be changed in the sub-group where the list was created. <br /><br />Note: List names (and sub-group names) must be unique in the entire account. <br /><br />We also added some checkmark symbols to the overlay that comes up when you click on a member’s name in a member listing and then click on their <b>Manage membership</b> button. At a glance, the symbols should help you determine where the member was added to a list. <ul> <li>Normal checkmark - List was defined in the current group (which can be the main group or a sub-group). The administrator can add or remove the member from this list.</li> <li> Fixed checkmark - Member was added to the list that was defined in the main group (or a parent group for a GroupVine account). Changes to that list’s membership can only be done where the list was defined. (Fixed checkmarks will only appear in sub-group memberships.)</li> </ul> <b>Using the Quick Send group email address from your main group</b> <br /><br />Check out the box labeled <b>Want to email your members from your personal email account?</b> on your main group and sub-group homepages to get the group email address you need to send an email from your personal email account. Click on the <i>Click here</i> link to get a list of the member lists and sub-groups you can send to. <br /><b><br />Creating an online email from your main group</b> <br /><br />If your account has sub-groups, then when you create an online email, you can choose the recipients to be a combination of lists and sub-groups. The sub-group and list names are displayed separately for clarity..
    Dispute this change
  • February 05, 2017 04:13
    GroupVine Support
    Changed reply in topic of How to manage your sub-groups by Robin to <b>Topics</b> (Please do a search in this question to reach the topic you’re interested in) Create a sub-group Delete a sub-group What’s the sub-group dashboard and how do I get to it? Manage group members Exporting your community membership How to navigate to a sub-group Member lists in the main group and in sub-groups Using the Quick Send group email address from your main group Creating an online email from your main group <b><br />Create a sub-group</b> <br />In addition to the main group, administrators can now create an unlimited number of sub-groups to facilitate communication among members in a group, which could be a club, committee, customers or classroom. <br /><br />To create a new sub-group, click&nbsp;<b>Manage Membership, lists, sub-groups &amp; permissions</b>&nbsp;on your home page, click <b>Manage sub-groups</b>&nbsp;down the left, and then click the&nbsp;<b>Add Sub-group</b> button (see below). <br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1547607/29903-15xe2kw_inline.png?1486266437" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1547607/29903-15xe2kw_inlinepng1486266437" /><br /> Your new sub-group will appear on the <b>Manage sub-groups</b> page listed in the sub-group dashboard. <b><br /><br />Delete a sub-group<b></b></b><b><b> <br /></b></b>Follow these steps to delete a sub-group: <ol> <li>Click <b>Manage Group content (delete, copy, move)</b> on your home page, and scroll down to the <b>Sub-group</b> section.</li> <li>Click the checkbox next to the sub-group(s) you want to delete.</li> <li>Click <b>Delete</b>.</li> </ol> <b>What’s the sub-group dashboard and how do I get to it?</b> <br />On your home page, click <b>Manage Membership, lists, sub-groups and permissions</b>, and then click&nbsp;<b>Manage sub-groups</b>. From the sub-group dashboard, you can quickly view a summary of sub-group activity which lists each group's number of members, number of applicants waiting to be admitted, total number of emails sent, and the total number of emails sent in the last 30 days.&nbsp;&nbsp;<b><br /><br />Manage sub-group members</b> <br /><b><br />Adding members</b><br /> <ul> <li><b>From the main group’s <i>Manage members</i> tab</b>. Click the checkboxes of the members to add to a sub-group and then click the <b>Add to list or group</b> button. You’ll be able to choose the group to add the selected members to before confirming.</li> <li><b>From a sub-group’s <i>Add member(s)</i> tab</b>. Add members individually or select them from a list of community members. Note: If the group administrator adds a <i>new community</i> member, then the member is added to the group and can immediately receive emails to that group. The member is also added as "Pending" to the main group’s <b>Applications</b> tab to be admitted (or denied) membership to the main \ group. If admitted, they will also receive emails sent to the entire community. \ If the <i>account</i> administrator adds a new community member to a group, then the member is automatically admitted to the main group.</li> </ul> <b>Deleting sub-group members</b><br /> Click the group's <b>Manage members, lists &amp; permissions</b> link on the group's homepage, select the checkboxes of the members to remove, and click the <b>Remove from <i>sub-group name</i></b> button. You’ll get a chance to confirm before the members are removed.<b><br />Viewing sub-group memberships</b><br /> To see which groups a member belongs to, click on the member’s name in the main group’s member listing, and you’ll see a <b>Sub-groups</b> field listing the groups the user is a member of. <b><br />Exporting your community membership</b> <br />Exporting from the main group will export the entire community account, which includes the main group and all of its sub-groups. <br /><br />Exporting from a sub-group will export only those members and list memberships in that sub-group. <b><br />How to navigate to a sub-group</b> <br />If your account has a sub-group, click the&nbsp;<b>Switch Group</b> menu located under the logo in the top left corner of your page and select a group to navigate to its home page.<br /><br />To help recognize which group context you're in, both the group and main group's logo are shown&nbsp;in the logo area in the top left corner. &nbsp;The group's logo is shown on top cascaded over the main group's logo. We encourage uploading different sub-group logos so this area can help identify which group you're working in. <br /><br />For added convenience, when you’re viewing the main group’s membership on the <b>Manage members</b> tab, you can navigate to a group’s member listing by selecting the target group in the <b>Switch to</b> group menu. Then from a sub-group, you can click the <b>Return to main group</b> link to navigate to the main group’s member listing. <b><br />Member lists in the main group and in sub-groups</b> <br />Member lists created in the main group are shared with its sub-groups, and any changes to these lists must be done in the main group. When a member is added to a main group’s list, then they are also automatically a member of that list in any sub-group they belong to. For example, if Ms. Jones is added to the main group’s “Teachers” list and Ms. Jones is also a member of the 1st grade sub-group, then Ms. Jones is also on the (shared) “Teachers” list in the sub-group. <br /><br />Sub-group emails sent to lists defined in the main group are only delivered to the members of the sub-group who are also on the target list. Sub-groups can also create and manage their own member lists. Membership on a sub-group list can only be changed in the sub-group where the list was created. <br /><br />Note: List names (and sub-group names) must be unique in the entire account. <br /><br />We also added some checkmark symbols to the overlay that comes up when you click on a member’s name in a member listing and then click on their <b>Manage membership</b> button. At a glance, the symbols should help you determine where the member was added to a list. <ul> <li>Normal checkmark - List was defined in the current group (which can be the main group or a sub-group). The administrator can add or remove the member from this list.</li> <li> Fixed checkmark - Member was added to the list that was defined in the main group (or a parent group for a GroupVine account). Changes to that list’s membership can only be done where the list was defined. (Fixed checkmarks will only appear in sub-group memberships.)</li> </ul> <b>Using the Quick Send group email address from your main group</b> <br /><br />Check out the box labeled <b>Want to email your members from your personal email account?</b> on your main group and sub-group homepages to get the group email address you need to send an email from your personal email account. Click on the <i>Click here</i> link to get a list of the member lists and sub-groups you can send to. <br /><b><br />Creating an online email from your main group</b> <br /><br />If your account has sub-groups, then when you create an online email, you can choose the recipients to be a combination of lists and sub-groups. The sub-group and list names are displayed separately for clarity..
    Dispute this change
  • February 05, 2017 04:13
    GroupVine Support
    Changed reply in topic of How to manage your sub-groups by Robin to <b>Topics</b> (Please do a search in this question to reach the topic you’re interested in) Create a sub-group Delete a sub-group What’s the sub-group dashboard and how do I get to it? Manage group members Exporting your community membership How to navigate to a sub-group Member lists in the main group and in sub-groups Using the Quick Send group email address from your main group Creating an online email from your main group <b><br />Create a sub-group</b> <br />In addition to the main group, administrators can now create an unlimited number of sub-groups to facilitate communication among members in a group, which could be a club, committee, customers or classroom. <br /><br />To create a new sub-group, click&nbsp;<b>Manage Membership, lists, sub-groups &amp; permissions</b>&nbsp;on your home page, click <b>Manage sub-groups</b>&nbsp;down the left, and then click the&nbsp;<b>Add Sub-group</b> button (see below). <br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1547607/29903-15xe2kw_inline.png?1486266437" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1547607/29903-15xe2kw_inlinepng1486266437" /><br /> Your new sub-group will appear on the <b>Manage sub-groups</b> page listed in the sub-group dashboard. <b><br />Delete a sub-group<b></b></b><b><b> <br /></b></b>Follow these steps to delete a sub-group: <ol> <li>Click <b>Manage Group content (delete, copy, move)</b> on your home page, and scroll down to the <b>Sub-group</b> section.</li> <li>Click the checkbox next to the sub-group(s) you want to delete.</li> <li>Click <b>Delete</b>.</li> </ol> <b>What’s the sub-group dashboard and how do I get to it?</b> <br />On your home page, click <b>Manage Membership, lists, sub-groups and permissions</b>, and then click&nbsp;<b>Manage sub-groups</b>. From the sub-group dashboard, you can quickly view a summary of sub-group activity which lists each group's number of members, number of applicants waiting to be admitted, total number of emails sent, and the total number of emails sent in the last 30 days.&nbsp;&nbsp;<b><br />Manage sub-group members</b> <b><br />Adding members</b><br /> <ul> <li><b>From the main group’s <i>Manage members</i> tab</b>. Click the checkboxes of the members to add to a sub-group and then click the <b>Add to list or group</b> button. You’ll be able to choose the group to add the selected members to before confirming.</li> <li><b>From a sub-group’s <i>Add member(s)</i> tab</b>. Add members individually or select them from a list of community members. Note: If the group administrator adds a <i>new community</i> member, then the member is added to the group and can immediately receive emails to that group. The member is also added as "Pending" to the main group’s <b>Applications</b> tab to be admitted (or denied) membership to the main group. If admitted, they will also receive emails sent to the entire community. If the <i>account</i> administrator adds a new community member to a group, then the member is automatically admitted to the main group.</li> </ul> <b>Deleting sub-group members</b><br /> Click the group's <b>Manage members, lists &amp; permissions</b> link on the group's homepage, select the checkboxes of the members to remove, and click the <b>Remove from <i>sub-group name</i></b> button. You’ll get a chance to confirm before the members are removed.<b><br />Viewing sub-group memberships</b><br /> To see which groups a member belongs to, click on the member’s name in the main group’s member listing, and you’ll see a <b>Sub-groups</b> field listing the groups the user is a member of. <b><br />Exporting your community membership</b> <br />Exporting from the main group will export the entire community account, which includes the main group and all of its sub-groups. <br /><br />Exporting from a sub-group will export only those members and list memberships in that sub-group. <b><br />How to navigate to a sub-group</b> <br />If your account has a sub-group, click the&nbsp;<b>Switch Group</b> menu located under the logo in the top left corner of your page and select a group to navigate to its home page.<br /><br />To help recognize which group context you're in, both the group and main group's logo are shown&nbsp;in the logo area in the top left corner. &nbsp;The group's logo is shown on top cascaded over the main group's logo. We encourage uploading different sub-group logos so this area can help identify which group you're working in. <br /><br />For added convenience, when you’re viewing the main group’s membership on the <b>Manage members</b> tab, you can navigate to a group’s member listing by selecting the target group in the <b>Switch to</b> group menu. Then from a sub-group, you can click the <b>Return to main group</b> link to navigate to the main group’s member listing. <b><br />Member lists in the main group and in sub-groups</b> <br />Member lists created in the main group are shared with its sub-groups, and any changes to these lists must be done in the main group. When a member is added to a main group’s list, then they are also automatically a member of that list in any sub-group they belong to. For example, if Ms. Jones is added to the main group’s “Teachers” list and Ms. Jones is also a member of the 1st grade sub-group, then Ms. Jones is also on the (shared) “Teachers” list in the sub-group. <br /><br />Sub-group emails sent to lists defined in the main group are only delivered to the members of the sub-group who are also on the target list. Sub-groups can also create and manage their own member lists. Membership on a sub-group list can only be changed in the sub-group where the list was created. <br /><br />Note: List names (and sub-group names) must be unique in the entire account. <br /><br />We also added some checkmark symbols to the overlay that comes up when you click on a member’s name in a member listing and then click on their <b>Manage membership</b> button. At a glance, the symbols should help you determine where the member was added to a list. <ul> <li>Normal checkmark - List was defined in the current group (which can be the main group or a sub-group). The administrator can add or remove the member from this list.</li> <li> Fixed checkmark - Member was added to the list that was defined in the main group (or a parent group for a GroupVine account). Changes to that list’s membership can only be done where the list was defined. (Fixed checkmarks will only appear in sub-group memberships.)</li> </ul> <b>Using the Quick Send group email address from your main group</b> <br /><br />Check out the box labeled <b>Want to email your members from your personal email account?</b> on your main group and sub-group homepages to get the group email address you need to send an email from your personal email account. Click on the <i>Click here</i> link to get a list of the member lists and sub-groups you can send to. <br /><b><br />Creating an online email from your main group</b> <br /><br />If your account has sub-groups, then when you create an online email, you can choose the recipients to be a combination of lists and sub-groups. The sub-group and list names are displayed separately for clarity..
    Dispute this change
  • February 05, 2017 04:12
    GroupVine Support
    Changed reply in topic of How to manage your sub-groups by Robin to <b>Topics</b> (Please do a search in this question to reach the topic you’re interested in) Create a sub-group Delete a sub-group What’s the sub-group dashboard and how do I get to it? Manage group members Exporting your community membership How to navigate to a sub-group Member lists in the main group and in sub-groups Using the Quick Send group email address from your main group Creating an online email from your main group <b><br />Create a sub-group</b> <br />In addition to the main group, administrators can now create an unlimited number of sub-groups to facilitate communication among members in a group, which could be a club, committee, customers or classroom. <br /><br />To create a new sub-group, click&nbsp;<b>Manage Membership, lists, sub-groups &amp; permissions</b>&nbsp;on your home page, click <b>Manage sub-groups</b>&nbsp;down the left, and then click the&nbsp;<b>Add Sub-group</b> button (see below). <br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1547607/29903-15xe2kw_inline.png?1486266437" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1547607/29903-15xe2kw_inlinepng1486266437" /><br /><br /> Your new sub-group will appear on the <b>Manage sub-groups</b> page listed in the sub-group dashboard. <br /><b><br />Delete a sub-group<b></b></b><b><b> <br /><br /></b></b>Follow these steps to delete a sub-group: <ol> <li>Click <b>Manage Group content (delete, copy, move)</b> on your home page, and scroll down to the <b>Sub-group</b> section.</li> <li>Click the checkbox next to the sub-group(s) you want to delete.</li> <li>Click <b>Delete</b>.</li> </ol> <b>What’s the sub-group dashboard and how do I get to it?</b> <br />On your home page, click <b>Manage Membership, lists, sub-groups and permissions</b>, and then click&nbsp;<b>Manage sub-groups</b>. From the sub-group dashboard, you can quickly view a summary of sub-group activity which lists each group's number of members, number of applicants waiting to be admitted, total number of emails sent, and the total number of emails sent in the last 30 days.&nbsp;&nbsp;<b><br />Manage sub-group members</b> <b><br />Adding members</b><br /> <ul> <li><b>From the main group’s <i>Manage members</i> tab</b>. Click the checkboxes of the members to add to a sub-group and then click the <b>Add to list or group</b> button. You’ll be able to choose the group to add the selected members to before confirming.</li> <li><b>From a sub-group’s <i>Add member(s)</i> tab</b>. Add members individually or select them from a list of community members. Note: If the group administrator adds a <i>new community</i> member, then the member is added to the group and can immediately receive emails to that group. The member is also added as "Pending" to the main group’s <b>Applications</b> tab to be admitted (or denied) membership to the main group. If admitted, they will also receive emails sent to the entire community. If the <i>account</i> administrator adds a new community member to a group, then the member is automatically admitted to the main group.</li> </ul> <b>Deleting sub-group members</b><br /> Click the group's <b>Manage members, lists &amp; permissions</b> link on the group's homepage, select the checkboxes of the members to remove, and click the <b>Remove from <i>sub-group name</i></b> button. You’ll get a chance to confirm before the members are removed.<b><br />Viewing sub-group memberships</b><br /> To see which groups a member belongs to, click on the member’s name in the main group’s member listing, and you’ll see a <b>Sub-groups</b> field listing the groups the user is a member of. <b><br />Exporting your community membership</b> <br />Exporting from the main group will export the entire community account, which includes the main group and all of its sub-groups. <br /><br />Exporting from a sub-group will export only those members and list memberships in that sub-group. <b><br />How to navigate to a sub-group</b> <br />If your account has a sub-group, click the&nbsp;<b>Switch Group</b> menu located under the logo in the top left corner of your page and select a group to navigate to its home page.<br /><br />To help recognize which group context you're in, both the group and main group's logo are shown&nbsp;in the logo area in the top left corner. &nbsp;The group's logo is shown on top cascaded over the main group's logo. We encourage uploading different sub-group logos so this area can help identify which group you're working in. <br /><br />For added convenience, when you’re viewing the main group’s membership on the <b>Manage members</b> tab, you can navigate to a group’s member listing by selecting the target group in the <b>Switch to</b> group menu. Then from a sub-group, you can click the <b>Return to main group</b> link to navigate to the main group’s member listing. <b><br />Member lists in the main group and in sub-groups</b> <br />Member lists created in the main group are shared with its sub-groups, and any changes to these lists must be done in the main group. When a member is added to a main group’s list, then they are also automatically a member of that list in any sub-group they belong to. For example, if Ms. Jones is added to the main group’s “Teachers” list and Ms. Jones is also a member of the 1st grade sub-group, then Ms. Jones is also on the (shared) “Teachers” list in the sub-group. <br /><br />Sub-group emails sent to lists defined in the main group are only delivered to the members of the sub-group who are also on the target list. Sub-groups can also create and manage their own member lists. Membership on a sub-group list can only be changed in the sub-group where the list was created. <br /><br />Note: List names (and sub-group names) must be unique in the entire account. <br /><br />We also added some checkmark symbols to the overlay that comes up when you click on a member’s name in a member listing and then click on their <b>Manage membership</b> button. At a glance, the symbols should help you determine where the member was added to a list. <ul> <li>Normal checkmark - List was defined in the current group (which can be the main group or a sub-group). The administrator can add or remove the member from this list.</li> <li> Fixed checkmark - Member was added to the list that was defined in the main group (or a parent group for a GroupVine account). Changes to that list’s membership can only be done where the list was defined. (Fixed checkmarks will only appear in sub-group memberships.)</li> </ul> <b>Using the Quick Send group email address from your main group</b> <br /><br />Check out the box labeled <b>Want to email your members from your personal email account?</b> on your main group and sub-group homepages to get the group email address you need to send an email from your personal email account. Click on the <i>Click here</i> link to get a list of the member lists and sub-groups you can send to. <br /><b><br />Creating an online email from your main group</b> <br /><br />If your account has sub-groups, then when you create an online email, you can choose the recipients to be a combination of lists and sub-groups. The sub-group and list names are displayed separately for clarity..
    Dispute this change
  • February 05, 2017 04:11
    GroupVine Support
    Changed reply in topic of How to manage your sub-groups by Robin to <b>Topics</b> (Please do a search in this question to reach the topic you’re interested in) Create a sub-group Delete a sub-group What’s the sub-group dashboard and how do I get to it? Manage group members Exporting your community membership How to navigate to a sub-group Member lists in the main group and in sub-groups Using the Quick Send group email address from your main group Creating an online email from your main group <b><br />Create a sub-group</b> <br />In addition to the main group, administrators can now create an unlimited number of sub-groups to facilitate communication among members in a group, which could be a club, committee, customers or classroom. <br /><br />To create a new sub-group, click&nbsp;<b>Manage Membership, lists, sub-groups &amp; permissions</b>&nbsp;on your home page, click <b>Manage sub-groups</b>&nbsp;down the left, and then click the&nbsp;<b>Add Sub-group</b> button (see below). <br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1547607/29903-15xe2kw_inline.png?1486266437" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1547607/29903-15xe2kw_inlinepng1486266437" /><br /><br /> Your new sub-group will appear on the <b>Manage sub-groups</b> page listed in the sub-group dashboard. <br /><b><br />Delete a sub-group<b></b></b><b><b> <br /><br /></b></b>Follow these steps to delete a sub-group: <ol> <li>Click <b>Manage Group content (delete, copy, move)</b> on your home page, and scroll down to the <b>Sub-group</b> section.</li> <li>Click the checkbox next to the sub-group(s) you want to delete.</li> <li>Click <b>Delete</b>.</li> </ol> <b>What’s the sub-group dashboard and how do I get to it?</b> <br /><br />On your home page, click <b>Manage Membership, lists, sub-groups and permissions</b>, and then click&nbsp;<b>Manage sub-groups</b>. From the sub-group dashboard, you can quickly view a summary of sub-group activity which lists each group's number of members, number of applicants waiting to be admitted, total number of emails sent, and the total number of emails sent in the last 30 days.&nbsp;&nbsp;<br /><b><br />Manage sub-group members</b> <br /><b><br />Adding members</b><br /> <ul> <li><b>From the main group’s <i>Manage members</i> tab</b>. Click the checkboxes of the members to add to a sub-group and then click the <b>Add to list or group</b> button. You’ll be able to choose the group to add the selected members to before confirming.</li> <li><b>From a sub-group’s <i>Add member(s)</i> tab</b>. Add members individually or select them from a list of community members. Note: If the group administrator adds a <i>new community</i> member, then the member is added to the group and can immediately receive emails to that group. The member is also added as "Pending" to the main group’s <b>Applications</b> tab to be admitted (or denied) membership to the main \ group. If admitted, they will also receive emails sent to the entire community. \ If the <i>account</i> administrator adds a new community member to a group, then the member is automatically admitted to the main group.</li> </ul> <b>Deleting sub-group members<br /></b><br /> Click the group's <b>Manage members, lists &amp; permissions</b> link on the group's homepage, select the checkboxes of the members to remove, and click the <b>Remove from <i>sub-group name</i></b> button. You’ll get a chance to confirm before the members are removed.<br /><b><br />Viewing sub-group memberships<br /></b><br /> To see which groups a member belongs to, click on the member’s name in the main group’s member listing, and you’ll see a <b>Sub-groups</b> field listing the groups the user is a member of. <br /><b><br />Exporting your community membership</b> <br /><br />Exporting from the main group will export the entire community account, which includes the main group and all of its sub-groups. <br /><br />Exporting from a sub-group will export only those members and list memberships in that sub-group. <br /><b><br />How to navigate to a sub-group</b> <br /><br />If your account has a sub-group, click the&nbsp;<b>Switch Group</b> menu located under the logo in the top left corner of your page and select a group to navigate to its home page.<br /><br />To help recognize which group context you're in, both the group and main group's logo are shown&nbsp;in the logo area in the top left corner. &nbsp;The group's logo is shown on top cascaded over the main group's logo. \ We encourage uploading different sub-group logos so this area can help identify which group you're working in. <br /><br />For added convenience, when you’re viewing the main group’s membership on the <b>Manage members</b> tab, you can navigate to a group’s member listing by selecting the target group in the <b>Switch to</b> group menu. Then from a sub-group, you can click the <b>Return to main group</b> link to navigate to the main group’s member listing. <br /><b><br />Member lists in the main group and in sub-groups</b> <br /><br />Member lists created in the main group are shared with its sub-groups, and any changes to these lists must be done in the main group. When a member is added to a main group’s list, then they are also automatically a member of that list in any sub-group they belong to. For example, if Ms. Jones is added to the main group’s “Teachers” list and Ms. Jones is also a member of the 1st grade sub-group, then Ms. Jones is also on the (shared) “Teachers” list in the sub-group. <br /><br />Sub-group emails sent to lists defined in the main group are only delivered to the members of the sub-group who are also on the target list. Sub-groups can also create and manage their own member lists. Membership on a sub-group list can only be changed in the sub-group where the list was created. <br /><br />Note: List names (and sub-group names) must be unique in the entire account. <br /><br />We also added some checkmark symbols to the overlay that comes up when you click on a member’s name in a member listing and then click on their <b>Manage membership</b> button. At a glance, the symbols should help you determine where the member was added to a list. <ul> <li>Normal checkmark - List was defined in the current group (which can be the main group or a sub-group). The administrator can add or remove the member from this list.</li> <li> Fixed checkmark - Member was added to the list that was defined in the main group (or a parent group for a GroupVine account). Changes to that list’s membership can only be done where the list was defined. (Fixed checkmarks will only appear in sub-group memberships.)</li> </ul> <b>Using the Quick Send group email address from your main group</b> <br /><br />Check out the box labeled <b>Want to email your members from your personal email account?</b> on your main group and sub-group homepages to get the group email address you need to send an email from your personal email account. Click on the <i>Click here</i> link to get a list of the member lists and sub-groups you can send to. <br /><b><br />Creating an online email from your main group</b> <br /><br />If your account has sub-groups, then when you create an online email, you can choose the recipients to be a combination of lists and sub-groups. The sub-group and list names are displayed separately for clarity..
    Dispute this change
  • February 05, 2017 04:11
    GroupVine Support
    Changed reply in topic of How to manage your sub-groups by Robin to <b>Topics</b> (Please do a search in this question to reach the topic you’re interested in) Create a sub-group Delete a sub-group What’s the sub-group dashboard and how do I get to it? Manage group members Exporting your community membership How to navigate to a sub-group Member lists in the main group and in sub-groups Using the Quick Send group email address from your main group Creating an online email from your main group <br /><b><br />Create a sub-group</b> <br /><br />In addition to the main group, administrators can now create an unlimited number of sub-groups to facilitate communication among members in a group, which could be a club, committee, customers or classroom. <br /><br />To create a new sub-group, click&nbsp;<b>Manage Membership, lists, sub-groups &amp; permissions</b>&nbsp;on your home page, click <b>Manage sub-groups</b>&nbsp;down the left, and then click the&nbsp;<b>Add Sub-group</b> button (see below). <br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1547607/29903-15xe2kw_inline.png?1486266437" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1547607/29903-15xe2kw_inlinepng1486266437" /><br /><br /> Your new sub-group will appear on the <b>Manage sub-groups</b> page listed in the sub-group dashboard. <br /><b><br />Delete a sub-group<b></b></b><b><b> <br /><br /></b></b>Follow these steps to delete a sub-group: <ol> <li>Click <b>Manage Group content (delete, copy, move)</b> on your home page, and scroll down to the <b>Sub-group</b> section.</li> <li>Click the checkbox next to the sub-group(s) you want to delete.</li> <li>Click <b>Delete</b>.</li> </ol> <b>What’s the sub-group dashboard and how do I get to it?</b> <br /><br />On your home page, click <b>Manage Membership, lists, sub-groups and permissions</b>, and then click&nbsp;<b>Manage sub-groups</b>. From the sub-group dashboard, you can quickly view a summary of sub-group activity which lists each group's number of members, number of applicants waiting to be admitted, total number of emails sent, and the total number of emails sent in the last 30 days.&nbsp;&nbsp;<br /><b><br />Manage sub-group members</b> <br /><b><br />Adding members</b><br /> <ul> <li><b>From the main group’s <i>Manage members</i> tab</b>. Click the checkboxes of the members to add to a sub-group and then click the <b>Add to list or group</b> button. You’ll be able to choose the group to add the selected members to before confirming.</li> <li><b>From a sub-group’s <i>Add member(s)</i> tab</b>. Add members individually or select them from a list of community members. Note: If the group administrator adds a <i>new community</i> member, then the member is added to the group and can immediately receive emails to that group. The member is also added as "Pending" to the main group’s <b>Applications</b> tab to be admitted (or denied) membership to the main \ group. If admitted, they will also receive emails sent to the entire community. \ If the <i>account</i> administrator adds a new community member to a group, then the member is automatically admitted to the main group.</li> </ul> <b>Deleting sub-group members<br /></b><br /> Click the group's <b>Manage members, lists &amp; permissions</b> link on the group's homepage, select the checkboxes of the members to remove, and click the <b>Remove from <i>sub-group name</i></b> button. You’ll get a chance to confirm before the members are removed.<br /><b><br />Viewing sub-group memberships<br /></b><br /> To see which groups a member belongs to, click on the member’s name in the main group’s member listing, and you’ll see a <b>Sub-groups</b> field listing the groups the user is a member of. <br /><b><br />Exporting your community membership</b> <br /><br />Exporting from the main group will export the entire community account, which includes the main group and all of its sub-groups. <br /><br />Exporting from a sub-group will export only those members and list memberships in that sub-group. <br /><b><br />How to navigate to a sub-group</b> <br /><br />If your account has a sub-group, click the&nbsp;<b>Switch Group</b> menu located under the logo in the top left corner of your page and select a group to navigate to its home page.<br /><br />To help recognize which group context you're in, both the group and main group's logo are shown&nbsp;in the logo area in the top left corner. &nbsp;The group's logo is shown on top cascaded over the main group's logo. \ We encourage uploading different sub-group logos so this area can help identify which group you're working in. <br /><br />For added convenience, when you’re viewing the main group’s membership on the <b>Manage members</b> tab, you can navigate to a group’s member listing by selecting the target group in the <b>Switch to</b> group menu. Then from a sub-group, you can click the <b>Return to main group</b> link to navigate to the main group’s member listing. <br /><b><br />Member lists in the main group and in sub-groups</b> <br /><br />Member lists created in the main group are shared with its sub-groups, and any changes to these lists must be done in the main group. When a member is added to a main group’s list, then they are also automatically a member of that list in any sub-group they belong to. For example, if Ms. Jones is added to the main group’s “Teachers” list and Ms. Jones is also a member of the 1st grade sub-group, then Ms. Jones is also on the (shared) “Teachers” list in the sub-group. <br /><br />Sub-group emails sent to lists defined in the main group are only delivered to the members of the sub-group who are also on the target list. Sub-groups can also create and manage their own member lists. Membership on a sub-group list can only be changed in the sub-group where the list was created. <br /><br />Note: List names (and sub-group names) must be unique in the entire account. <br /><br />We also added some checkmark symbols to the overlay that comes up when you click on a member’s name in a member listing and then click on their <b>Manage membership</b> button. At a glance, the symbols should help you determine where the member was added to a list. <ul> <li>Normal checkmark - List was defined in the current group (which can be the main group or a sub-group). The administrator can add or remove the member from this list.</li> <li> Fixed checkmark - Member was added to the list that was defined in the main group (or a parent group for a GroupVine account). Changes to that list’s membership can only be done where the list was defined. (Fixed checkmarks will only appear in sub-group memberships.)</li> </ul> <b>Using the Quick Send group email address from your main group</b> <br /><br />Check out the box labeled <b>Want to email your members from your personal email account?</b> on your main group and sub-group homepages to get the group email address you need to send an email from your personal email account. Click on the <i>Click here</i> link to get a list of the member lists and sub-groups you can send to. <br /><b><br />Creating an online email from your main group</b> <br /><br />If your account has sub-groups, then when you create an online email, you can choose the recipients to be a combination of lists and sub-groups. The sub-group and list names are displayed separately for clarity..
    Dispute this change
  • February 05, 2017 03:45
    GroupVine Support
    Changed reply in topic of How to manage your sub-groups by Robin to <b>Topics</b> (Please do a search in this question to reach the topic you’re interested in) Create a sub-group Delete a sub-group What’s the sub-group dashboard and how do I get to it? Manage group members Exporting your community membership How to navigate to a sub-group Member lists in the main group and in sub-groups Using the Quick Send group email address from your main group Creating an online email from your main group <br /><b><br />Create a sub-group</b> <br /><br />In addition to the main group, administrators can now create an unlimited number of sub-groups to facilitate communication among members in a group, which could be a club, committee, customers or classroom. <br /><br />&nbsp;To create a new sub-group, click the <b>Manage Membership, lists, sub-groups &amp; permissions</b> link on the main home page. Then click the <b>Manage sub-groups</b> tab and the <b>Add Sub-group</b> button towards the bottom of the page (see below). <br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1547606/29903-1lyht5q_inline.png?1486266314" /><br /><br /><a href="https://d37wxxhohlp07s.cloudfront.net/s3_images/756264/Screen%20shot%202012-06-26%20at%201.00.44%20PM.png?1340740834" rel="nofollow" target="_blank"><img src="https://d37wxxhohlp07s.cloudfront.net/s3_images/756264/Screen%20shot%202012-06-26%20at%201.00.44%20PM_inline.png?1340740834" title="Image: https://d37wxxhohlp07s.cloudfront.net/s3_images/756264/Screen%20shot%202012-06-26%20at%201.00.44%20PM_inline.png?1340740834" /></a> <ul> <li>Steps 1, 2: Give your sub-group a display name and a group email address. The group email address must be unique in your account, and both the display name and group email address are limited to 32 characters.</li> <li>Step 3: All sub-groups require at least one group administrator. If a group administrator isn’t selected, then the sub-group creator is added as the group administrator. All group administrators will receive a welcome email with information on how to sign in and get started.</li> <li>Step 4: An existing member list in the main group can be selected and used to initialize the sub-group’s membership. There's also an option to delete the list after the group is created to effectively convert the list to a group.</li> </ul> Your new sub-group will now show up on the <b>Manage sub-groups</b> page listed in the sub-group dashboard. <b>Delete a sub-group<b></b></b><b><b> Follow these steps to delete a sub-group: <ol> <li>Click the <b>Manage Group content (delete, copy, move)</b> on your home page, and scroll down to the <b>Sub-group</b> section.</li> <li>Click the checkbox next to the sub-group you want to delete.</li> <li>Click <b>Delete</b>.</li> </ol> <b>What’s the sub-group dashboard and how do I get to it?</b> On your home page, click <b>Manage Membership, lists, sub-groups and permissions</b>, and then click the <b>Manage sub-groups</b> tab. The sub-group dashboard lists each group with its display name, number of members, number of applicants waiting to be admitted, total number of emails sent, and the total number of emails sent in the last 30 days. You can use this dashboard to see a summary of your account's group activity. Also, each table value is also a link to the corresponding group’s page, so you can click on these values to navigate to your area of interest in the target group. <b>Manage sub-group members</b> <b>Adding members</b><br /> <ul> <li><b>From the main group’s <i>Manage members</i> tab</b>. Click the checkboxes of the members to add to a group and then click the <b>Add to list or group</b> button. You’ll be able to choose the group to add the selected members to before confirming.</li> <li><b>From a sub-group’s <i>Add member(s)</i> tab</b>. \ Add members individually or select them from a list of community members. Note: If the group administrator adds a <i>new community</i> member, then the member is added to the group and can immediately receive emails to that group. The member is also added as "Pending" to the main group’s <b>Applications</b> tab to be admitted (or denied) membership to the main group. If admitted, they will also receive emails sent to the entire community. If the <i>account</i> administrator adds a new community member to a group, then the member is automatically admitted to the main group.</li> </ul> <b>Deleting sub-group members</b><br /> Click on the group's <b>Manage members, lists &amp; permissions</b> link on the group's homepage, select the checkboxes of the members to remove from the group’s <b>Manage members</b> tab, and click the <b>Remove from <i>sub-group name</i></b> button. You’ll get a chance to confirm before the deletion takes place. <b>Editing member profiles</b><br /> Group administrators will be able to edit the profiles of members who are still proxy users, i.e. users who haven’t set their own password. If the member has claimed their account, i.e. set up their password, then the group administrator will only be able to view the member’s profile. <b>Viewing sub-group memberships</b><br /> To see which groups a member belongs to, click on the member’s name in the main group’s member listing, and you’ll see a <b>Sub-groups</b> field listing the groups the user is a member of. <b>Exporting your community membership</b> Exporting from the main group will export the entire community account, which includes the main group and all of its sub-groups. Exporting from a sub-group will export only those members and list memberships in that sub-group. <b>How to navigate to a sub-group</b> If your account has a sub-group, then every web page will have a <b>Switch Group</b> menu to navigate to the group's home page, and “group breadcrumbs”, which show the group you’re currently viewing. You can click on your account name in the breadcrumbs to navigate back to your main group’s home page. To help you recognize the context you're in, in the group's logo area in the top left corner, both the group and main group's logo are shown. \ The group's logo will be shown on top cascaded over the main group's logo. We encourage different sub-group logos so this area will help you identify which group you're working in. For added convenience, when you’re viewing the main group’s membership on the <b>Manage members</b> tab, you can navigate to a group’s member listing by selecting the target group in the <b>Switch to</b> group menu. Then from a sub-group, you can click the <b>Return to main group</b> link to navigate to the main group’s member listing. <b>Member lists in the main group and in sub-groups</b> Member lists created in the main group are shared with all its sub-groups, and any changes to these lists must be done in the main group. When a member is added to a main group’s list, then they are also automatically a member of that list in any sub-group they belong to. For example, if Ms. Jones is added to the main group’s “Teachers” list and Ms. Jones is also a member of the 1st grade sub-group, then Ms. Jones is also on the (shared) “Teachers” list in the sub-group. Sub-group emails sent to lists defined in the main group are only delivered to the members of the sub-group who are also on the target list. Sub-groups can also create and manage their own member lists. Membership on a sub-group list can only be changed in the sub-group where the list was created. Note: List names (and sub-group names) must be unique in the entire account. We also added some checkmark symbols to the overlay that comes up when you click on a member’s name in a member listing and then click on their <b>Manage membership</b> button. At a glance, the symbols should help you determine where the member was added to a list. <ul> <li>Normal checkmark - List was defined in the current group (which can be the main group or a sub-group). The administrator can add or remove the member from this list.</li> <li> Fixed checkmark - Member was added to the list that was defined in the main group (or a parent group for a GroupVine account). Changes to that list’s membership can only be done where the list was defined. (Fixed checkmarks will only appear in sub-group memberships.)</li> </ul> <b>Using the Quick Send group email address from your main group</b> Check out the box labeled <b>Want to email your members from your personal email account?</b> on your main group and sub-group homepages to get the group email address you need to send an email from your personal email account. Click on the <i>Click here</i> link to get a list of the member lists and sub-groups you can send to. <b>Creating an online email from your main group</b> If you account has sub-groups, then when you create an online email, you can choose the recipients to be a combination of lists and sub-groups. The sub-group and list names are displayed separately for clarity.</b></b>.
    Dispute this change
  • February 05, 2017 03:08
    GroupVine Support
    Changed reply in topic of How do I change the outgoing email name? by GroupVine Support to By default, the "From" or outgoing name on your emails is based on your profile name. Here are a couple of options if you'd like to change this:<b><br /><br />1. Set the "From email display name" on your user profile page (if you send emails to multiple communities, you can set this for each community)</b> For example, if you are the treasurer of Central Valley Elementary, you could set it to "Central Valley Elementary Treasurer." Note that: <ul> <li>Emails will come "From" this email display name and your email address saved in your profile. \ Replies will be sent to your email address.</li><li>For consistency, you may wish to have all of your community-wide Administrators and Sender &amp; Editors set their <b>From email display name</b> similarly.</li><li>This <b>From email display name</b> will also be applied to any QuickSend emails, ensuring they'll also come "From" the name you set.</li> </ul> <b>2. Add a new Editor &amp; Sender (or Administrator) with their own email address (or a created one like <i>youraccountname</i>@gmail.com) and named "<i>Your Account Name</i>".</b> Note that: <ul> <li>All Administrators and Editor &amp; Senders can sign in to their account as themselves and create/edit emails. When the final email is ready to send, the sender signs in as "<i>Your Account Name</i>" to send their email. Their email will be from "Your Account Name" &lt;<i>youraccountname</i>@gmail.com&gt;.</li><li>To send a Quick Send email, senders could sign in to "<i>Your Account Name</i>"'s email program (in our example, <i>youraccountname</i>@gmail.com) to send emails. These emails will show up as coming from "Your Account Name" instead of from a particular person.</li><li>Since all email will be "From" the same user, Option 1 would be the better option to use if it's necessary to track who sends emails to your community.</li> </ul>.
  • February 05, 2017 03:06
    GroupVine Support
    Changed reply in topic of How do I change the outgoing email name? by GroupVine Support to By default, the "From" or outgoing name on your emails is based on your profile name. If you'd like to change that, here are a couple of options. <b><br /><br />1. Set the "From email display name" on your user profile page (if you send emails to multiple communities, you can set this for each community)</b> For example, if you are the treasurer of Central Valley Elementary, you could set it to "Central Valley Elementary Treasurer." Note that: <ul> <li>Emails will come "From" this email display name and your email address saved in your profile. \ Replies will be sent to your email address.</li><li>For consistency, you may wish to have all of your community-wide Administrators and Sender &amp; Editors set their <b>From email display name</b> similarly.</li><li>This <b>From email display name</b> will also be applied to any QuickSend emails, ensuring they'll also come "From" the name you set.</li> </ul> <b>2. Add a new Editor &amp; Sender (or Administrator) with their own email address (or a created one like <i>youraccountname</i>@gmail.com) and named "<i>Your Account Name</i>".</b> Note that: <ul> <li>All Administrators and Editor &amp; Senders can sign in to their account as themselves and create/edit emails. When the final email is ready to send, the sender signs in as "<i>Your Account Name</i>" to send their email. Their email will be from "Your Account Name" &lt;<i>youraccountname</i>@gmail.com&gt;.</li><li>To send a Quick Send email, senders could sign in to "<i>Your Account Name</i><span>"'s email program (in our example, </span><i>youraccountname</i><span>@gmail.com) to send emails. These emails will show up as coming from "Your Account Name" instead of from a particular person.</span></li><li>Since all email will be "From" the same user, Option 1 would be the better option to use if it's necessary to track who sends emails to your community.</li> </ul>.
  • February 05, 2017 03:06
    GroupVine Support
    Changed reply in topic of How do I change the outgoing email name? by GroupVine Support to By default, the "From" or outgoing name on your emails is based on your profile name. If you'd like to change that, here are a couple of options. <b><br /><br />1. Set the "From email display name" on your user profile page (if you send emails to multiple communities, you can set this for each community)</b> For example, if you are the treasurer of Central Valley Elementary, you could set it to "Central Valley Elementary Treasurer." Note that: <ul> <li>Emails will come "From" this email display name and your email address saved in your profile. \ Replies will be sent to your email address.</li><li>For consistency, you may wish to have all of your community-wide Administrators and Sender &amp; Editors set their <b>From email display name</b> similarly.</li><li>This <b>From email display name</b> will also be applied to any QuickSend emails, ensuring they'll also come "From" the name you set.</li> </ul> <b>2. Add a new Editor &amp; Sender (or Administrator) with their own email address (or a created one like <i>youraccountname</i>@gmail.com) and named "<i>Your Account Name</i>".</b> Note that: <ul> <li>All Administrators and Editor &amp; Senders can sign in to their account as themselves and create/edit emails. When the final email is ready to send, the sender signs in as "<i>Your Account Name</i>" to send their email. Their email will be from "Your Account Name" &lt;<i>youraccountname</i>@gmail.com&gt;. </li> <li>To send a Quick Send email, senders could sign in to "<i>Your Account Name</i>"'s email program (in our example, <i>youraccountname</i>@gmail.com) to send emails. These emails will show up as coming from "Your Account Name" instead of from a particular person.</li> <li>Since all email will be "From" the same user, Option 1 would be the better option to use if it's necessary to track who sends emails to your community.</li> </ul>.
  • February 05, 2017 03:06
    GroupVine Support
    Changed reply in topic of How do I change the outgoing email name? by GroupVine Support to By default, the "From" or outgoing name on your emails is based on your profile name. If you'd like to change that, here are a couple of options. <b><br />1. Set the "From email display name" on your user profile page (if you send emails to multiple communities, you can set this for each community)</b> For example, if you are the treasurer of Central Valley Elementary, you could set it to "Central Valley Elementary Treasurer." Note that: <ul> <li>Emails will come "From" this email display name and your email address saved in your profile. \ Replies will be sent to your email address.</li><li>For consistency, you may wish to have all of your community-wide Administrators and Sender &amp; Editors set their <b>From email display name</b> similarly.</li><li>This <b>From email display name</b> will also be applied to any QuickSend emails, ensuring they'll also come "From" the name you set.</li> </ul> <b>2. Add a new Editor &amp; Sender (or Administrator) with their own email address (or a created one like <i>youraccountname</i>@gmail.com) and named "<i>Your Account Name</i>".</b> Note that: <ul> <li>All Administrators and Editor &amp; Senders can sign in to their account as themselves and create/edit emails. When the final email is ready to send, the sender signs in as "<i>Your Account Name</i>" to send their email. Their email will be from "Your Account Name" &lt;<i>youraccountname</i>@gmail.com&gt;. </li> <li>To send a Quick Send email, senders could sign in to "<i>Your Account Name</i>"'s email program (in our example, <i>youraccountname</i>@gmail.com) to send emails. These emails will show up as coming from "Your Account Name" instead of from a particular person.</li> <li>Since all email will be "From" the same user, Option 1 would be the better option to use if it's necessary to track who sends emails to your community.</li> </ul>.
  • February 05, 2017 03:06
    GroupVine Support
    Changed reply in topic of How do I change the outgoing email name? by GroupVine Support to By default, the "From" or outgoing name on your emails is based on your profile name. If you'd like to change that, here are a couple of options. <br /><b><br />1. Set the "From email display name" on your user profile page (if you send emails to multiple communities, you can set this for each community)</b> For example, if you are the treasurer of Central Valley Elementary, you could set it to "Central Valley Elementary Treasurer." Note that: <ul> <li>Emails will come "From" this email display name and your email address saved in your profile. \ Replies will be sent to your email address.</li><li>For consistency, you may wish to have all of your community-wide Administrators and Sender &amp; Editors set their <b>From email display name</b> similarly.</li><li>This <b>From email display name</b> will also be applied to any QuickSend emails, ensuring they'll also come "From" the name you set.</li> </ul> <b>2. Add a new Editor &amp; Sender (or Administrator) with their own email address (or a created one like <i>youraccountname</i>@gmail.com) and named "<i>Your Account Name</i>".</b> Note that: <ul> <li>All Administrators and Editor &amp; Senders can sign in to their account as themselves and create/edit emails. When the final email is ready to send, the sender signs in as "<i>Your Account Name</i>" to send their email. Their email will be from "Your Account Name" &lt;<i>youraccountname</i>@gmail.com&gt;. </li> <li>To send a Quick Send email, senders could sign in to "<i>Your Account Name</i>"'s email program (in our example, <i>youraccountname</i>@gmail.com) to send emails. These emails will show up as coming from "Your Account Name" instead of from a particular person.</li> <li>Since all email will be "From" the same user, Option 1 would be the better option to use if it's necessary to track who sends emails to your community.</li> </ul>.
  • February 05, 2017 03:05
    GroupVine Support
    Changed reply in topic of How do I change the outgoing email name? by GroupVine Support to By default, the "From" or outgoing name on your emails is based on your profile name. If you'd like to change that, here are a couple of options. <b>1. \ Set the "From email display name" on your user profile page (if you send emails to multiple communities, you can set this for each community)</b> For example, if you are the treasurer of Central Valley Elementary, you could set it to "Central Valley Elementary Treasurer." Note that: <ul> <li>Emails will come "From" this email display name and your email address saved in your profile. Replies will be sent to your email address.</li><li>For consistency, you may wish to have all of your community-wide Administrators and Sender &amp; Editors set their <b>From email display name</b><span> similarly.</span></li><li>This <b>From email display name</b> will also be applied to any QuickSend emails, ensuring they'll also come "From" the name you set.</li> </ul> <b>2. Add a new Editor &amp; Sender (or Administrator) with their own email address (or a created one like <i>youraccountname</i>@gmail.com) and named "<i>Your Account Name</i>".</b> Note that: <ul> <li>All Administrators and Editor &amp; Senders can sign in to their account as themselves and create/edit emails. When the final email is ready to send, the sender signs in as "<i>Your Account Name</i>" to send their email. Their email will be from "Your Account Name" &lt;<i>youraccountname</i>@gmail.com&gt;. </li> <li>To send a Quick Send email, senders could sign in to "<i>Your Account Name</i>"'s email program (in our example, <i>youraccountname</i>@gmail.com) to send emails. These emails will show up as coming from "Your Account Name" instead of from a particular person.</li> <li>Since all email will be "From" the same user, Option 1 would be the better option to use if it's necessary to track who sends emails to your community.</li> </ul>.
  • February 05, 2017 03:05
    GroupVine Support
    Changed reply in topic of How do I change the outgoing email name? by GroupVine Support to By default, the "From" or outgoing name on your emails is based on your profile name. If you'd like to change that, here are a couple of options. <b>1. \ Set the "From email display name" on your user profile page (if you send emails to multiple communities, you can set this for each community)</b> For example, if you are the treasurer of Central Valley Elementary, you could set it to "Central Valley Elementary Treasurer." Note that: <ul> <li>Emails will come "From" this email display name and your email address saved in your profile. Replies will be sent to your email address.</li> <li>For consistency, you may wish to have all of your community-wide Administrators and Sender &amp; Editors set their <b>From email display name</b> similarly.</li><li>This <b>From email display name</b><span> will also be applied to any QuickSend emails, ensuring they'll also come "From" the name you set.</span></li> </ul> <b>2. Add a new Editor &amp; Sender (or Administrator) with their own email address (or a created one like <i>youraccountname</i>@gmail.com) and named "<i>Your Account Name</i>".</b> Note that: <ul> <li>All Administrators and Editor &amp; Senders can sign in to their account as themselves and create/edit emails. When the final email is ready to send, the sender signs in as "<i>Your Account Name</i>" to send their email. Their email will be from "Your Account Name" &lt;<i>youraccountname</i>@gmail.com&gt;. </li> <li>To send a Quick Send email, senders could sign in to "<i>Your Account Name</i>"'s email program (in our example, <i>youraccountname</i>@gmail.com) to send emails. These emails will show up as coming from "Your Account Name" instead of from a particular person.</li> <li>Since all email will be "From" the same user, Option 1 would be the better option to use if it's necessary to track who sends emails to your community.</li> </ul>.
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