March 22, 2023 - Outreach: How to manage groups

ENTERPRISE

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.

Create a Group

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.

Modify or delete a group

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.

Group information

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.

Add contacts to a Group

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!