To streamline recipient management and keep your lists organized (e.g., sales, marketing, etc.), you can create groups to categorize recipients.
Table of Contents:
Creating a New Group
1. Under the "Recipient Management" tab, click ‘Create’ next to the Group column and enter the group name.
2. Click on the newly created group, then select ‘Add Recipient.’
3. Enter recipient information manually or upload a spreadsheet. The recipients will be populated in the list below.
4. Select the recipients you wish to add to the group, then click ‘Save.’
Creating a Group from Existing Recipients
1. Under the ‘Recipient Management’ tab, select the recipients you wish to add to a group.
-> To organize them into one group only, click ‘Move to Group.
-> If you’d like the recipients to belong to multiple groups, click ‘Assign to Group.’