March 22, 2023 - Outreach: How to manage groups
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Drive engagement with email and text campaigns! Network members can centrally manage outreach to consumer account holders with tailor-made tools.
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.