Drive engagement with email and text campaigns! Network members can centrally manage outreach to consumer account holders with tailor-made tools.
GROUPS
Network members can now manage contacts by creating groups that will easily align to campaigns.
Step 1: Navigate to Groups tab and select Create a new group.
Step 2: Type in a Name for the group and select Save. (This can be edited in the future.)
Step 3: You will be returned to the dashboard of Groups where you can view a ledger of the established groups.
Step 1: Click three dots next to a specific group to edit or delete that group.
Step 2: Type in the updated Name for the group and click Save.
Step 3: Verify this is the desired group to be deleted by clicking Delete. This is a permanent action and cannot be undone.
Step 1: Select the Details button next to a group.
Two views are provided within the group's detail page:
The ledger of Contacts provides the count of contacts in the group and the full list of aligned contacts.
The Campaign history provides the full list of associated campaigns this group has received.
Contacts view:
Step 2: Click on the Details button to see the consumer's profile.
Campaign history view:
Step 3: Click Preview to view the actual text or email that was sent to this group.
Step 4: Click Details to view the campaign details.
Step 1: Navigate back to the Contacts view.
Step 2: Within the Contacts view of the group details, click Add contacts.
There are three methods to add contacts directly to a selected group.
Add existing contact
Add contacts from an existing group
Upload a new contact
Step 1: Select Add existing contact to find an individual contact. Type in the consumer name to pull up a contact already in the contacts database.
Step 2: Select Add contacts from existing group. The contacts in another group will be copied from the selected group and added to this group. This does not merge groups.
Step 3: Select Upload a new contact to import a new contact. More details on uploads will be provide in the next release!
