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OrgSync 101
How do I create email lists?
Watch this video for a full rundown on how to use OrgSync.

 

 

On your organization’s OrgSync page, go to the “More” drop down and click “Messaging”. Under “Custom Email Lists”, click “Go to Email Lists” then “Create and Email List” on the right side of the page. Create a title and description for your list and click “Create List”. On the “Email Lists” page, click on an email list to edit and add recipients.
How do I send messages?
How do I send texts?
On your organization’s OrgSync page, go to the “More” drop down and click “Messaging”. Under “Member Messaging”, click “Send a Message”. Select your individual recipients or lists, compose your message, and send!

 

 

 

On your organization’s OrgSync page, go to the “More” drop down and click “Messaging”. Under “Text Messaging”, click “Go to Text Messaging”. To send a new text message, click “Sent a Text Message” on the right side of the page. Select your recipients, compose your text message, and send!

Only members who have provided a mobile number and provider in their profile, and have enabled text messaging on their personal notifications settings will appear as potential recipients.

How do I create new groups in a portal?
How do I create a new event?
On your organization’s OrgSync page, click on the “People” tab. Click on the “All People” drop down and then click “Create Group”. Enter a name for your new group and press the enter key. To add people to a group, click the checkbox by the names of the people you want to add, click “Add To Group”, select the appropriate group, then click “Submit”.

 

On your organization’s OrgSync page, click on the “Events”. Click “Create an Event” on the right side of the page, fill out all the necessary information, then click “Create Event”.

Only those who have administrator privileges for events can create events.

 

Can’t find what you’re looking for?

(972) 907-0900 support@orgsync.com Go to the help desk