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 A common error is to create a list for each email campaign. Please note that creating a new list each time is time-consuming for you and potentially dangerous as the platform in this way does not recognize unsubscribed.

 

Managing Recipient Groups

Groups can be created to segment recipients based on any type of criteria: sending activity, profile demographicdemographics, filters, etc. to create more targeted messaging.

The Manage Groups page's functions has two main subtabs: Group and Modify Group Assignments.

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Groups page allows searching a group by name or internal notes. In this page, you can - through the Actions menu or by selecting two or more groups:

  • look for a group,
  • 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.

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  • view the number of recipients within the group
  • delete a group to delete the selected groups: recipients are not affected, other than the fact that they will no longer be assigned to that group since it is being deleted.
  • delete recipients to completely remove from the system the recipients that are currently assigned to the group. Make sure you understand the difference between unsubscribing and deleting a recipient. Typically, you will want to unsubscribe, rather than delete a recipient.
  • delete group and recipients to delete both the selected groups and all the recipients currently assigned to them. Once again, make sure you understand the difference between deleting and unsubscribing a recipient.
  • empty group to remove all recipients from the selected groups. Those recipients' subscription preference is not changed. What's modified is simply their assignment to the selected groups: they will no longer be assigned to that group.

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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 click on the New Group button in the bottom right corner. See below:

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A pop-up form will ask you to insert the Group name and internal notes to better identify the group.

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Rename, empty, delete a Group

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