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Sub-communities

Choose Sub-communities from the Community menu.

Sub-community Snapshot

This grid shows a list of all the sub-communities in your community. Click on the name of the sub-community to go to the sub-community's homepage. Click on a column name to sort the data in the grid. Click the arrows to collapse or expand each area of the grid.

Community - Name of the community

Type - Type of community: Main community, Regular sub-community or Sealed sub-community

Date Created - Date the community was created

Last Admin Activity - Date of the last admin update to the community

Last Group Email Sent - Date the most recent group email was sent

Members - Number of people who have joined the community

Groups - Number of groups in the community

Groups Emails Sent - Number of emails sent from the community

Log-Ins - Number of times people have logged in to access the community

Profile Activity - Number of profile updates/actions

Photo Activity - Number of photo updates/actions

Class Notes Activity - Number of class notes updates/actions

Jobs Activity - Number of job posting updates /actions

Classified Activity - Number of classifieds updates/actions

Message Posting Activity - Number of Message posting updates/actions

Search/Filter Sub-communities

  • Enter the search term in the Community or Type text box and click filter. You'll see a dropdown list of criteria for filtering your search. Select one of the options to search.

  • Filter by date: Select a time frame for the data by entering a start date and an end date in the Show activity from...to boxes.

Note

Select Generate Report to get a report based on the search.

Edit a Sub-community

1. Check the box beside a sub-community.

2. Click Edit. Edit the sub-community information.

3. Click Update (at the bottom of the page).

Delete a Sub-community

1. Check the box beside a sub-community.

2. Click Delete (at the bottom of the page).

3. A confirmation message will display. Click OK to complete the process of deleting the sub-community.

Generate Report

  • Select Generate Report to get a .csv file of all the sub-community date in the grid.

  • Customize your report:

    • Select a time frame for the data. Enter a Start Date and an End Date in the Show activity from...to boxes.

    • Or enter a search term in the Community or Type boxes to customize your report

    • Click Generate Report to get a .csv file.

Sub-community Members

Click Import Members to add members to a sub-community by Constituent ID or by selecting from a list of members.

Click Delete Membersto remove members from a sub-community by Constituent ID or by selecting from a list of members.

Import Members

1. Click Import Members.

2. Choose one of the options shown below for importing members:

  • Import by entering Constituent IDs

  • Import by search for members

3. Click Next.

4. Enter the Constituent IDs or Create a Query depending on the option you chose above and click Next.

5. Select the Sub-community you want the member(s) placed into and click Preview.

6. Click Finish.

Delete Members

1. Click Delete Members.

2. Select the sub-community you want to delete members from as well as choosing how you want to delete:

  • Delete members by Constituent ID

  • Delete from a list of current members

3. Click Continue.

4. Select the member(s) you want to delete from the sub-community. Use the Control or Shift keys to multi-select.

5. Click Delete.

6. You will be shown a list of the members who will be deleted from the sub-community. Click Finish to complete the process of deleting the member from the sub-community.

Add Members to a Sub-Community using a Data Viewer Query

Select a sub-community from the Available sub-communities dropdown, then build a query using Data Viewer to automatically add members to a sub-community. Membership will be automatically updated nightly.

For example, for an Accounting Department sub-community:

  • Select the Accounting Department sub-community from the dropdown

  • Create a query (or use a saved query) to find all constituents in the Accounting Department. (Department = Accounting)

  • Save the query. It's best to give it the same or similar name as the sub-community. (If you don't give the query a name, the system assigns one. It can be edited in the saved query list in Data Viewer.)

Constituents who meet the criteria for the query will be added to sub-communities in the nightly processing. This process will also remove from a sub-community a member that no longer meets the criteria defined in the query.

Constituents that are added or removed from a sub-community by an admin action are excluded from being added/removed from existing or future saved sub-community queries that drive sub-community membership.

Click 206408528-1 to delete a query. Click OK in the confirmation box to complete the deletion.

Click on the Query Name to view the specifics of the query.

Note

Only one (1) query can be used for each sub-community.