Attached is the Cheat Sheet with all the main links you'll need in conjunction with the selection tool.
Download it by clicking on the link below.
- Home
- Solution home
- Selections Tool
- Getting Started
- Cheat Sheet - The Links You'll Need
-
Membership Team
- Membership Team
-
Labour Hub
- App Updates
- New Look Labour Hub
- Updating details and Contact Preferences
-
Organise
- Getting Started
- Organise Access
- Dashboard
-
People
- Video: People
- How to search and create audiences
- How to create custom audiences
- How to view an individual
- How to manage Lists and Private Contacts
- How to import contacts
- How to export contacts
- How to Add Columns
- How to Create a Saved Search
- Viewing Member Addresses and Exporting
- Creating a New Private Contacts List and Managing Private Lists.
- Adding and Removing Individual Users to and from a List.
- Importing a Contact List and Using it in an Email
- Finding Members Who Joined Before or After a Specific Date
- Finding and Adding Requests for Garden Stakes and Posters
- How to Access and Delete Saved Templates
- How to Delete a List from Organise
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Emails
- How to set up a Sender Identity
- How to write and send an email
- How to create and use email templates
- How to check the results of an email
- How to manage your emails
- Video: Emails
- Using an Imported List in Email.
- Editing Text in an Organise Email
- Adding an Attachment to an Email
- Guide to Viewing Email Statistics on Organise
- How to add Buttons, Events and Surveys to Emails.
- Constitutional Emails
- Events
- Volunteers
- Campaigns
- Account
- Best Practice
- Troubleshooting
- Scan and Pathways
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Dialogue & Phonebanking
- Member and Supporter Calling
- In-person phonebanks
- Voter Calling
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Telling
- Telling
- Selections Tool