How to add a person to a Mailing Tag List ? – HELPFUL VILLAGE

Follow these steps to enable Mailchimp synchronization for a person and understand how Helpful Village determines mailing list membership.

Step 1: Search for the Person

From the Home screen, search for the person you want to add to a mailing list.

Step 2: Edit the Person's Profile

Select the person's name from the search results and click Edit.

Step 3: Verify Their Membership Status

Make sure the person is an Active Member.

Step 4: Enable Mailchimp Synchronization

In the person's profile, locate and select the Mailchimp checkbox.

Step 5: Save Your Changes

Scroll down and click Update to save the changes.

A confirmation message will appear at the top of the screen to let you know the person's profile has been successfully updated.

Step 6: Access Mailing Lists

Return to the Home page and navigate to:

Admin → People Management → Groups

Select Mailing List to view the available mailing lists.

Understanding the Mailing Lists

Helpful Village automatically determines who belongs to each mailing list based on their status and information in the platform.

Members: People in the database whose membership status is Active and whose membership expiration date has not passed.
Active Volunteers: People in the database who have been screened and whose volunteer end date has not passed.
Prospects: People appear on a Prospect mailing list when they have an open Prospect Task associated with the corresponding Prospect Category.
Events: People included in this mailing list receive the automatic weekly events email sent on Sundays.

Important Note: Update Contact Information in Helpful Village

Always update users' email addresses and contact information in Helpful Village, not directly in Mailchimp.

Helpful Village synchronizes user information with Mailchimp to keep mailing lists up to date. However, synchronization works in one direction only: changes made in Mailchimp are not sent back to Helpful Village.