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 Teamin the navigation.
- Click the
Manage Groupslink at the top of the page.
- Type out the name of the group in the
Group Labelfield and then click the
To add members to a group:
- Individual - click the
Editlink 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
- 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