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 theAdd
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 clickSave
. - 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 clickSave
.