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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 has two main subtabs: Group and Modify Group Assignments.
- The Groups tab allows you to create a new group, delete or rename a group,
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- 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
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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.
Edit a recipient
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 drop-down at the right. Choose Edit Recipients, and within that new page, Click choose the recipient's Action drop-down at the right and choose the function.* Important to note, if a subscriber is removed from one group, he still remains subscribed in other groups he's assigned to. Recipients can be assigned to multiple groups. To add a new recipient, click the Related Features at the bottom of the page and it will take you to the Import page.
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Reassign recipients from one group to another
To move individual or numerous recipients from one group to anotherEdit.
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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 assign add or remove the recipient to/from.
A list of recipients from that group will come up:
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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.
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Each recipient can only be added or removed to/from a group individually. Therefore if there is a large number of recipients to reassignadd or remove, we recommend you import a separate file of recipients and assign add them to the group upon import. |
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Reassign (Move) recipients from one group to another
In order to reassign some or all recipients from one group to another, go to /wiki/spaces/MUG/pages/36866874 and follow the directions for Move or Copy recipients from one group to another.