Parent/Child Organizations - Emailing

TouchPoint offers a couple of options on the blue Toolbar that relate specifically to Parent / Child Organizations. You must be viewing the Parent Org in order to have these options display on the Toolbar.

From the Toolbar, you can select Email:

Leaders under this Org
This option will include all leaders in the Parent Org itself as well as leaders in any of the the Child Orgs associated with that Parent Org.
Members under this Org
This option includes everyone who is enrolled in either the Parent Org or in any of the Child Orgs under that Parent Org. This includes both members and leaders.

Note

Remember, these options display only when you are viewing a Parent Org.

Email Leaders and/or Members Under Parent Org

Step 1
Go to the Parent Organization.
Step 2

Select the envelope icon on the blue Toolbar and then select one of these options:

Email > Leaders under this Org or Email > Members under this Org.

Step 3
Then compose your email as normal.

Using Search Builder to Email Parent/Child Org Members and/or Leaders

These options use a Search Builder condition behind the scenes to find those to email, which means that you can also find the leaders or members under a Parent Organization by using one of these Search Builder Conditions.

Note

Emailing from Search Builder will give you the same group of people you would email by using the toolbar options mentioned above. The only reason you might prefer to use Search Builder would be if you wanted to run a export or report, or if you wanted to add other Conditions.

Important

If you choose the Search Builder option, you must be viewing the Parent Org when you select New Search. It uses a condition that looks at the Current org, which would be the last organization you were viewing.

Step 1
Go to the Parent Organization.
Step 2
Select New Search from the Search box in the header.
Step 3

Select the category Current Org and then select either Leaders under current org or Members under current org.

Then click Save and run the search.

Step 5
Add any other Conditions if needed and then select from the Toolbar Email > Individuals. Or you can select an export or report or some other option from the Toolbar.

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