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How do Groups work?

Groups, which are included in Premium and Custom plans, allow you to send more targeted messages to your team. For instance, you may only want to contact the sales staff or the warehouse team instead of your entire organization.

To create a group:

  • Log in to your account and click Manage My Team in the navigation.
  • Click the Manage Groups link at the top of the page.
  • Type out the name of the group in the Group Label field and then click the Add button.

To add members to a group:

  • Individual - click the Edit link next to the team member's name, check the box next to the group or groups that you'd like to add them to, and click Save.
  • Batch - select the checkbox next to one or more team member's names, click the dropdown above the checkboxes and select Groups, check the box next to the group or groups that you'd like to add them to, and click Save.
Still have a question? Check out our Tutorial, our other FAQs, or contact us