Hi, my nonprofit project has multiple overlapping campaigns. We want to have leaders who will send to their own campaign but not others.
Which feature is best for this, tags or lists? If needed, we are ok at this point to trust admins to have access to the database and instruct them to send to their campaign only. But it would be easier for those leaders if they could only choose what they had access to.
The "subnation" feature sounds awesome but is beyond the budget and needs of this startup nonprofit right now.
Official response from Taylor Pineiro
Your best bet now would be to create a permission set that can only see people 'assigned to them'
That way you can create lists or filters for your leaders that only they can see.
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I think we can start with a model based on trust and auditing. Email blasts and exports are logged, so if someone does something wrong we will know.
Thanks for answering the questions.
Filters and tags are generally how you’d carve out a recurring email list, especially if you do want some flexibility in folks’ access. Filters are an advanced search that’s saved and dynamic. Tags are also dynamic when you email, but they are only auto-appended through things like people signing up on certain pages or volunteering for certain activities.