How do I quickly add people with something in common to a group?

You can easily add people to a group who are already on an Email List, or already filtered in a saved report that you run regularly.

First create the group that you will be adding the people into.  It's important that you create your group first, as you will need it later in the process. 

To add people to a group who are in an existing Email List, go to Reports > Members > Add People to a Group. 

Add to a GroupIn the Options column on the left, choose a join date (this will become the group join date for the people you are adding - can be today's date), the group that the people are joining (the one you just created), and the group role (typically this is Member).

Filters-1

 

In the Filters column in the middle of the page, click the blue Member filter bar, then Custom Member Attributes.  Scroll down to "Email Lists" and choose "Select" and the Email List in the box just below (see image below).

 

 

Email List

Click Run Report in the right column. You will have an opportunity to first display all the names that could potentially be added to the group, before actually adding them.  If you are satisfied with the results, go forward with adding them into your group.

 

To add people to a group from a Saved Report, go the Saved Report, where the filters are already set. (Reports > Members, then use the Saved Reports drop down menu to click your saved report OR click your Saved Report directly from your Me Card on your Churchteams Dashboard)

Click the "Change" button in the top of the Options column on the left (see image). 

Change-1

Now, you are able to choose a new Report, but the filters of your Saved Report are kept.  

Click the blue Member bar on the left, above the Options section, then choose the "Add People to a Group" Report. 

In the Options column on the left, choose a join date (this can be today's date), the group that the people are joining (the one you just created), and the group role (typically this is Member).  All of the Filters should be there for you in the middle column, so you should not need to make any changes. 

Click Run Report in the right column of the page.  You will be given an opportunity to preview the names of those that will potentially be added to the group.  If you are satisfied with the results, proceed with adding to the group.