Groups are used to create distribution lists that you may want to use when sending a Campaign. After you create new recipients you can add them to a group.
There are two ways to do this:
Use the Bulk Update Feature
Navigate to the Recipient Group menu
Select the upload icon
Download the CSV. template or export the existing recipient list so you can slice and dice into separate files
Create your group load files (you can use your recipient export file to do this!)
Upload the template and select the Group name if adding to an existing Group
If you need a new group, provide the new group name. When you submit, the group will be created and the recipients in the file will be added to the group.
Once the upload is complete, you will see a successful message with a list of recipients successfully loaded.
Use the Bulk Upload
Navigate to the Recipient Menu
Select the relevant recipient checkboxes
Select the Add to Group icon
Select the Group Name
Save
Points to Note:
You can select a group first, then select the upload process. The file will be loaded into this group.
Groups are NOT dynamic. You must keep these up to date. You can export your List/s and export your recipients to build a new List and archive the old list.
We are working on a new feature to allow you to dynamically create send groups based on object attributes. Watch this space.
Important: Getting your recipients into Communic8 is important, but now that you have them here you need to take care of them. If you're like us and want to be extra sure that all the beautiful campaigns that you've worked so hard on land in your recipient's inbox, read the "Recommendations on maintaining high delivery" support article. When you're ready, this article provides a 5-step plan which will most certainly improve your campaign email delivery.