Creating A Campaign Group

  1. Hover over the Sales tab in the tollbar and click Campaigns.
  2. Click on Groups. This is where you will see any previously added Groups.
  3. Click on the Create Group section on the right side of the window.
  4. Under the General Information section, enter the following information:
    • Name - Enter a name for th group.
    • Type - Choose the type of group that you are creating, either a Marketing Group or a Recurring Message.
    • Description - Enter a description of this group.
    • Owner - By default, the creator of the group is the owner. You may choose a different owner if desired by select another user in the frop down menu.
    • Notify Unsubscribe -
    • Notify Use -
  5. Available Contacts
    • You can either scroll through your contacts listed or select a company to view only those contacts associated with that company.
    • After contacts are selected, click Add.
  6. Current Contacts
    • Under current contacts, the total number of contacts associated with this list are displayed.
    • If you would like to remove names associated with this list, click the box next to the desired names and click Remove.
  7. Click Create Group.