Use Groups to organize recipients (e.g., Sales, Marketing, Onboarding Cohort) and streamline sending for One-Time Orders, Smart Orders, and Campaigns.
Create a new group
Go to Recipient Management.
-
In the Group column, click Create and enter a Group Name.
-
Open the newly created group and click Add Recipient.
-
Add recipients by either method:
Manual entry: Enter each recipient’s details.
Upload spreadsheet: Import a CSV and map the fields as prompted.
-
Select the recipients you want in the group and click Save.
Create a group from existing recipients
Go to Recipient Management and select the recipients you want to organize.
-
Choose one of the following:
Move to Group – Places the selected recipients into one group (removes them from their previous group).
Assign to Group – Adds the selected recipients to additional group(s) while keeping current memberships.