Recipients for Custom Surveys

Recipients > Recipients for Custom Surveys

Effective targeting of recipients is critical for the success of custom surveys. It is important to build and organize recipient groups before creating and sending the survey.

To Manage Recipients for Custom Surveys:

From the main navigation in the Member Inside platform, select People and choose from the dropdown options:

Segments - Create and manage segments for use in custom surveys.
List Management – Manage and upload lists (CSV) for use in custom surveys.

How to effectively organize audience for Custom Surveys

To effectively organize your audience for Custom Surveys, use the system’s Segments and List Management tools.

These features help clubs identify and group the right recipients by applying filters or manually selecting members, ensuring each survey is sent to a relevant and targeted audience for more accurate feedback.

Segments: Create dynamic groups using filters such as membership status, activity level, or event participation. These segments update automatically as member data changes.
Lists: Build static groups through manual selection, ideal for sending surveys to specific individuals or fixed member groups (Most commonly used)

List Management
Segments

Lists must be created in advance before sending custom communications. This section displays a table of all lists previously created by the club. Note that lists are static and if an individual needs to be added or removed from a list it must be added manually.

Options Available:

This section list/displays all previously created lists.

Total List Count shown at the top left.

Search Bar at the top right for quick access and searches.

Show Deleted Lists toggle if enabled can be used to view deleted lists.

Create List Button at the right allows creation of new lists.

To Create a New List

From the main navigation, select People.
From the drop down, select List Management.
Select the Create List button located on the right-hand side of the screen. A new interface will open to allow list creation.
Select the Download Example button to obtain a sample CSV template.
Fill in the required fields in the CSV:
- First Name, Last Name, Email, (SMS is optional and not mandatory)
If push notifications need to be enabled:
- Ensure the details in the CSV match exactly with member records stored in the back office.
- Only individuals with valid member accounts in the back office can receive push notifications.
- Matching records are necessary for proper list functionality.
Save the file in .csv format.
- Use a clear and descriptive file name for internal identification. This name is not visible to members. The system uses this name when referencing the list.
Upload the completed CSV file using the list creation interface.
Once uploaded, a preview of the uploaded list will be displayed. If all required fields have been uploaded correctly, a checkmark will appear next to each valid record.
Even if only one location exists, it must still be selected. Select the appropriate Location from the dropdown menu.
Use the Allow Unsubscribe toggle to manage unsubscribed contacts:
- Toggle ON: Includes unsubscribed contacts. Toggle OFF: Excludes unsubscribed contacts.
Select the Save button to complete the process.
The new list will appear in the main table for use when creating custom surveys.

To Use / Add List of Recipients into Survey

From the main navigation, select Comms
From the drop down, select Surveys.
Select Custom tab.
Select Add Survey button.
Select 3 Audience
Select Add Filter Button
Select Person is in segment from drop-down list
Select Person is in segment filter
Select check box beside name of uploaded list to be used for survey.
Select Update Preview button and list of recipients will be displayed in table.

Deleting a List

To remove a list that is no longer needed:

Select the Delete button next to the list that needs to be deleted.
Confirm the deletion when prompted.

Segments must be created in advance before sending any custom communications. They allow targeting of specific audiences for surveys, based on the filters configured during the creation or modification of each segment. This section displays a table of all segments previously created by the club. Segments are flexible and update automatically whenever individuals are added or removed from the group based on the filters configured.

Options Available:

This section lists/displays all previously created segments.

Total Segments Count shown at the top left.

Search Bar at the top right for quick access and searches.

Show Deleted Segments toggle if enabled can be used to view deleted segments.

+ Add segment Button Allows creation of new segments.

To Create a New Segment

Select the + Add Segment button on the right.
A new interface will open to allow segment creation.
Use the pencil icon on the top to rename the segment. This is just for internal identification.
Use the filters to define the type of segment and the target audience.
The segment preview will display a list of people matching the selected criteria.
Once ready, select the Save & Exit button at the bottom right.
The new segment will appear in the main table for use when creating custom surveys.

Deleting a Segment

To remove a segment that is no longer needed:

Select the Delete button next to the segment, that needs to be deleted.
Confirm the deletion when prompted.