Group vs List
As defined in the Glossary, a group is a subset of recipients (typically subscribers) within a List. Recipients 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 be assigned to one List and will not be automatically assigned to other 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 has two main subtabs: Group and Modify Group Assignments.
- The Groups tab allows you to create a new group, delete or rename a group, or edit a recipient's data within the group.
- The Modify Group Assignments allows you to Add or Remove individual recipients from a group or Reassign recipients from one group to another.
Go to Recipients > Manage Groups and click on the appropriate tab at the top.
Add/Create a New Group
To add a new group, go to Recipients > Manage Groups, choose the Group tab at the top, scroll down and click the New Group button in the bottom right corner. See below:
Delete or Rename a Group
To rename or delete a group or edit recipient information, 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.
Edit a recipient
As seen in the image above, you can also edit a recipient's data: go to Recipient > Manage groups, click on Groups tab and click on the Action drop-down at the right. Choose Edit Recipients, and within that new page, choose the recipient's Action drop-down at the right and choose Edit.
Important to note, this area does not allow you to Remove a recipient from the group but only Edit the recipient data, Delete or Unsubscribe them. If you unsubscribe them, they are not removed from the group or master List, but only changes the status to Unsubscribed. This status will change across multiple groups AND at the List level. So, be sure you want to unsubscribe them from all groups, and not just remove them!
To Remove or Add a recipient from/to a group, you must go to Modify Group Assignments tab.
To Add or Remove recipient(s) from a group
To add or remove recipients to/from a group, go to Recipient > Manage groups, click on Modify Group assignments. You then click View groups and choose the group you want to add or remove the recipient to/from.
A list of recipients from that group will come up:
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.) Click on the Global Search icon at the upper right of the page.
Select the recipient and then click the green Add button:
The recipient will be moved to the group located right above.
To remove a recipient, select the recipient and click the green Remove button.
Move or Remove multiple Recipients
Each recipient can only be added or removed to/from a group individually. Therefore if there is a large number of recipients to add or remove, we recommend you import a separate file of recipients and add them to the group upon import.
Reassign (Move) recipients from one group to another
In order to reassign some or all recipients from one group to another, go to Email recipients and follow the directions for Move or Copy recipients from one group to another.
You can also remove, add or reassign an individual recipient by going to Recipient > Channel > Email. Once there, do a search, click on the Action box next to the recipient and choose Modify. Go to the Assign groups tab.