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Group vs List

As defined in the Glossary, a group is a subset of contacts (typically subscribers) within a List. Contacts can belong to multiple groups (similarly to “Categories” in MS Outlook). A group can be created or deleted at any time and the contact information that it contains will not be affected.A group will only belong to one List and not across multiple Lists.

Managing Recipient Groups

Groups can be created to section recipients based on any type of criteria: sending activity, profile demographic, filters, etc. to create more targeted messaging. The Manage Groups page's functions include: search for a group, delete a group, and or delete recipients from a group, delete both group and recipients, add a new group and rename a group. From the Modify Group Assignments tab at the top, you can even reassign or move recipients from one group to another.

Add/Create a New Group

To add a new group, go to Recipients > Manage Groups, choose the Group tab at the top, scroll down to the bottom right corner and click the New Group button. See below:

 

Delete or Rename a Group or Edit a recipient within a Group

To rename or delete a recipient from a group or edit recipient information within a group, go to the Recipient > Manage groups, click on the Groups tab and click on the Action Box a the right. Choose the function Delete or Rename. Important to note, if a subscriber is unsubscribed from one group, he still remains subscribed in other groups he's assigned to. Recipients can be assigned to multiple groups.

 

 

As seen in the image above, you can also edit a recipient's data within a group, go to Recipient > Manage groups, click on Groups tab and click on the Action Box at the right. Choose Edit Recipients, and within that new page, Click the Action Box at the right and choose the function. To add a new recipient, click the Related Features at the bottom of the page and it will take you to the Import page.

 

 

Reassign recipients from one group to another

To move individual or numerous recipients from one group to another, go to Recipient > Manage groups, click on Modify Group assignments. You then View groups and choose the group you want to assign the recipient to (see image bottom left.) A list of recipients from that group will come up (see below right.)

 

 

 

 

Then, do a global search for the individual recipient you want to add to the group (search can be done by name, email or mobile) by clicking on the Global Search icon at the upper right of the page.

 

 

Once the recipient is found, select the recipient and then click the green "Add" button which will add the recipient to the group listed up top. (See below). To Remove a recipient, follow the same process, just click the green "Remove" button. (Remember, adding or removing a recipient from a given group does NOT remove it from other groups. The recipient still belongs to any group(s) to which it was previously assigned.) See images below.

 

 

 

Each recipient must be added or removed from groups individually. Therefore if there is a large number of recipients to reassign, we recommend you import a separate file of recipients and assign the group upon import (under Advanced.)

Reassigning one group with another

 

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