Selecting your Recipients using Saved Searches and Saved Lists

Email marketing best practice

Once you’ve started creating your email, you’ll be brought to the “Select Recipients” screen, where you choose who you want your email to go to.

The HQ Team will have created some standard audiences for you that will allow you easily email common groups, like Members or Members & Registered Supporters.

You can also create your own audiences from custom Saved Searches or Saved Lists. This is done in the same way as creating a canvassing in regular Connect would be, with the additional steps of making sure that your Saved Searches in My Campaign include subscription status and content preference (content preferences are shown as tags in My Campaign - ‘Email Interests: Local News’ and ‘Email Interests: Campaigning News’). The appendix to this guide will show you the steps you must take to create custom Saved Searches and Saved Lists in My Campaign for Targeted Email.

You can send to 1 Saved Search, as well as multiple Saved Lists.

The Saved Searches HQ has created for you are:

  • Members - which contains all of the members of your local party from Lighthouse who are opted in to emails.
  • Members & Registered Supporters - which contains all of the members & registered supporters of your local party from Lighthouse who are opted in to emails.
  • All emailable people who are interested in Local News - which contains everyone you can email who has a local news content preference
  • All emailable people who are interested in Campaigning News - which contains everyone you can email who has a campaigning news content preference.

You can also exclude saved searches or lists from your audience on the “Select Recipients” page. We would recommend that you do this to avoid sending multiple similar emails to your audiences. For example, if you want to send an email to your ‘Members’ and include similar information in an email to your ‘Campaigning News’ list, you can exclude your ‘Members’ Saved Search from your ‘Campaigning News’ email so that your members don’t receive the same information twice.

You’ll also find guides for creating other common lists in the Appendix to this guide, including an activist list and a ward newsletter.

HQ will set up a folder for your Saved Searches called ‘[Local Party Name] Targeted Email’.  We recommend saving all of your Targeted Email searches & saved lists in one folder for consistency. 

You might also have a large number of searches and folders already in MyCampaign, especially if you’ve used Connect for a while and tidying those up might make your life easier.