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.
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A group will only be assigned to one List and will not be automatically assigned to other Lists in your account. |
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.
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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:
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Rename, empty, delete a Group
To rename, empty, 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: menu on the right.
- Click Rename group to rename the group
- Click Edit recipients to view and edit recipients currently assigned to the group (see the next section)
- Click Empty group to remove all recipients from the group. Those recipients' subscription preference is not changed. What's modified is simply their assignment to the selected group: they will no longer be assigned to that group.
- Click on Delete group to delete the group.
At the bottom of the page there are additional actions that you can perform when one or more groups are selected using the check boxes on the left side of the page.
Select the groups that you wish to work with, and then:
- Click on Delete 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.
- Click on 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.
- Click on 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.
- Click on 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.
Viewing recipients in a Group
To view the recipients currently in a certain group, go to Recipient > Manage groups, click on the Groups tab and click on the Action drop-down at on the right. Choose Edit Recipients, and within that new page, choose the recipient's Action drop-down at the right and choose Edit to view all recipients in the group.
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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 the Modify Group Assignments tab. |
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