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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.
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.
Rename, empty, delete a Group
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