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titleTo post user-defined keywords automatically
  1. Select the automatic updating method option, and click Next.
  2. If you included fund selections, select the funds to use to filter the list. Click Next.
  3. Select the keyword option you want to post, and click Next.
  4. To assign different keyword statuses to each member, select the first option. Or, to assign the same one to your entire list, select the second option, and select the status.
  5. Click Next.
  6. Select which records you want to build a list of members, then click Next.
  7. Review your list. If needed, add or edit any keyword information.
  8. When you're ready to post to the selected records, click Next.
  9. To post, click Finish.