Overview and Management
Accessing Target Lists
Navigate to Dashboard > People > Target Lists
View all existing lists in a table with name, sync time, and target count
Target lists sync hourly and when created/edited
Managing Existing Lists
View Targets: See all members with their info (name, email, phone, language)
Pin to Top: Make frequently used lists easily accessible
Sync: Manually update membership instead of waiting for hourly sync
Clone: Copy existing lists to create similar ones with modifications
Edit: Modify criteria, name, or membership rules
Delete: Permanently remove lists (action cannot be undone)
Creating New Target Lists
Navigate to People > Target Lists and click "New"
2. Name your list clearly (e.g., "5th Grade Parents," "Math Club")
3. Configure settings (pin to top, access restrictions)
-Pin Target List pins the target list to the top of the lists.
-Public means anyone in the app can see the target list and subscribe.
-Only include people from additional targets list means only include people from list further down this screen.
4. Choose relationship selector (normal, include/only parents, include/only children)
5. Apply filters (bus route, classroom, grade, department, etc.)
6. Set filter conditions (is any of, is none of, contains, etc.
7. Save and wait for sync to complete