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Enable coaching emails to target teams that are affiliated with a single company

Currently under filters, there is a company affiliation filter where you can specify a company name and that will be applied as a filter. First, this is confusing because the description states "Select the appropriate option to determine which participants will be sent this email message based on their association with a company." But if you select the third option "Participants affiliated with the following company", it sounds like the email will only be sent to that specific company - but it's the opposite because it's a filter (thus filters out everyone associated with the specified company). A clearer description would be: "Select the appropriate option to determine which participants will NOT be sent this email message based on their association with a company."

Second, if we can filter out anyone associated with a specific company, can we add an option to do the inverse - filter out everyone except for a specific company? This has come up a number of times for our staff that need to send personalized messaging for those associated with a specific company. Currently the process is to have an Advanced Admin create a query to find all participants associated with a company, then create a group from the query, then add the group as an audience for the TeamRaiser, then notify the field staff that they can then target that particular company by selecting the new group that was generated.

  • Eric Oyler
  • Sep 7 2022
Area of the Product TeamRaiser
Org/Company Name Alzheimer's Association
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