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Getting Started with Distribution Kit - Managing Contacts and Lists
Getting Started with Distribution Kit - Managing Contacts and Lists
Updated over 9 months ago

This guide will walk you through the process of setting up contact alerts and managing your distribution lists in Croogloo.

Cast-Agent Contact Pairing

Step 1:

To begin navigate to the Cast section of your Contacts. Click on a cast member to edit their information.

Step 2:

Once, in the contact form, navigate to the agent name box. You can either select existing agents from your lists

or add a new agent.

Step 3:

Remember to save your changes.

Once you've linked their agents, you will receive the agent linking alert.

Email DooDs - Crew Start/End/Hold Dates

Step 1:

To receive inactive alerts, navigate to your crew list

Step 2:

Click on your desired crew member and go to edit.

Step 3:

Here, you can edit their days to reflect their start work, their end work, and any inactive days.

Step 4:

Select the dates from the provided calendars

Step 5:

Once you're satisfied with the changes, click save.

Distribution Lists

Add to Distribution List:

Step 1:

You can add members to the list in bulk. Click non-members.

Step 2:

Select the people you wish to add.

Step 3:

Then, go to add selected.

When you go back to the members tab, you will see them added.

Compare Lists

Step 1:

To compare two distribution lists, go to list options and click compare lists.

Step 2:

You can then select the list you wish to compare to and then you will see the comparison.

The comparison will then appear

Merge Lists

Step 1:

First go to list options from within your desired list and click merge lists.

Step 2:

You can either merge into the existing list or create a new one.

Step 3:

Select the list you wish to merge with.

Step 4:

Click Merge

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