You can view the members of a Smart Group by clicking the name of the group from the main Groups page (see Smart Groups). This brings up a page like the following:
From here, you can click the
button to get a quick popup
of contact info for the member. You
can also click the member's name to access the database record for the
member (see Member
details, edits, history, and relationships).
To the far right of each member is an email icon
. Click
this to compose and send an email to the member's preferred email address.
See Email for more information.
Above and to the right of the list is a pulldown of group actions, which is shown in the following screenshot.
You can choose the action you wish and press the button, and the action will be performed for all members of the group. The actions are:
send email: Send email to all members of this group. See Email for details.
print: Create a report from this group, suitable for printing. You will be able to choose from any report format you've already created. See Reports for more information.
update member data: Set a certain database field to a certain value for all members in the group. See Mass-updating data for more information.
export data: Create an Excel spreadsheet export of data for this group. You will be able to select all fields from the database you wish to use, the same way you can when exporting from the Advanced Search page (see Using advanced member search results).
If you want access to other bulk actions for this group, such as renewing members or creating invoices, or if you want to choose which fields are displayed for the group, you can bring up the group from the Advanced Search area. See Using the advanced member search - searching by group for more information.