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 modules main menu, and a list of all available contact groups is displayed, as shown in Figure 1.

 

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Figure 1 Groups List

You can click the name of the group to view the selection criteria, as shown in Figure 2.

 

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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:

Name of the group
Selection criteria
Specific contacts for the group
Requirements to pick contacts among all registered ones

The group includes all contacts that you specify individually. Among the rest, only those that satisfy all selection criteria are selected.

 

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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.

 

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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.

 

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Figure 5 Group Preview

Click Save to add the new group.