Adding Groups |
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For each campaign, you have to define the target audience of the campaign. You can add a number of groups in advance, and use them as required. Click Groups on the module’s main menu, and a list of all available contact groups is displayed, as shown in Figure 1.
Figure 1 Groups List You can click the name of the group to view the selection criteria, as shown in Figure 2.
Figure 2 Group Details To add a new group, click Add a Contact Group, as shown in Figure 1. The Add a Group page is displayed, as shown in Figure 3. Enter the following details:
The group includes all contacts that you specify individually. Among the rest, only those that satisfy all selection criteria are selected.
Figure 3 Adding a Group You can include imported contacts, leads, or employees that were imported in the Contacts, Leads, or Company modules, as shown in Figure 4. At a particular time, you can import only one of them.
Figure 4 Adding Recipients That were Imported After you have selected your criteria, you can preview the list of group members by clicking Preview. The Group Details page is displayed, as shown in Figure 5.
Figure 5 Group Preview Click Save to add the new group. |