This document provides instructions for setting up contact types or groups in 7 steps. Step 1 explains that contact types allow users to assign contacts to groups like "Competition" for email purposes. Step 2 instructs users to click "Create New" and type a name for the new contact type. Step 3 covers marking a type as obsolete. Steps 4-6 describe how the contact type will appear when registering students and how to search for members of a specific type. Step 7 explains exporting search results to an excel spreadsheet.

1. Contact Types- Step 1
Contact Types are GROUPS that you can assign different CONTACTS to for
e-mail purposes. For example, you can set up a group called
COMPETITION. Students can be registered as COMPETITION members..
Students who are part of these groups can become part of a segmented
mailing list. 1

2. Contact Types- Step 1
Click on the Create New button.
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3. Contact Types- Step 2 + 3
2. Type in the Name of the Role (Group). (e.g. “Competition”, “Parent” …)
3. (Optional) Check Is Obsolete if this Role no longer is in effect.
SAVE the ROLE NAME type.
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4. Contact Types- Step 4
When registering a student, this ROLE/CONTACT TYPE will appear in the
ROLE section of your screen.
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5. Contact Types- Step 5
To SEARCH for all your Competition Team members, go to CONTACT
/SEARCH CONTACTS. Click on advanced search.
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6. Contact Types- Step 6
In the TYPE field, type the first letters of your CONTACT TYPE. (i.e. “comp”
for competition. The list of user types in your system will drop down.
Highlight the user type you wish to search for. 6

7. Contact Types- Step 7
Click on SEARCH. You can now export this list into an excel spread sheet for
specialized email blasts.
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