Using Tags, you can make it easy for your campaign participants to send Purim Baskets (Mishaloch Manot) and other reciprocal campaign items to groups of recipients. Here is how.
Tag Configuration
The first step is designating in My Lists | Tags Tags that represent your recipient groups. In the example below, the Clergy Tag is set to be used for reciprocal campaign registration pages.
Sending by Tag in Action
Here is how setting our Clergy Tag to be used for reciprocal campaigns like Purim Baskets makes sending to Clergy just two clicks. Joining the standard "Sending to Me" button below the Potential Recipients list is a button for each Tag set to be used for campaigns.
Clicking the Clergy button filters the Potential Recipients list to just those participating accounts with that Tag.
The registrant can do any of the following:
- Click individual potential recipients to choose recipients individually
- Click the ALL button to choose all of the potential recipients shown
- Click the red X in the search box to return to showing all potential recipients
- Click another button to change the filter on the potentrial recipient list