Create and Manage Groups (How to & Reference)

Create dynamic groups to help segment your existing Subscriber Lists (Admin Menu>Subscriber Lists). In the new Email Marketing Feature, you will use Groups within the Communications Center to target your subscribers. 

Groups are dynamic, meaning that the criteria defined for each group will be referenced at the time an email is sent, rather than at the time an email is created. This allows you to continue using groups over time, rather than re-defining a group each time you draft an email communication.

Groups also allow admins to email parents of children within Email Marketing.

Creating Groups

1. Navigate to Communications>Groups in the sidebar navigation.
   
2. Click on the Create Group button on the right side of the Groups Dashboard.
   
   
   
   
3. Enter a group name (required). A description for the group and adding communication tags to the group are optional.
   
   

Groups are building blocks of recipients to include or exclude from a communication.

Group Definition

In the Group Definition area, conditions and condition blocks are used to determine people who meet the criteria of the group. There are two kinds of criteria to use: AND & OR.

• AND = Criteria that must be met in order to be part of the group; this is a limiting feature
• OR = Criteria can be met along with other criteria to be part of the group; this will generally give a larger pool of people

1. Adding a Condition, means that there is more than one set of criteria to be in place.
   
   
2. Adding a Condition Block means that a second set of criteria will be evaluated when selecting members of the group after the first level of criteria has been met.

Group Definitions

Group definitions are divided into two major Groups:

• Account Properties
• Person Properties

Account Properties

Field	Description
1. Account Billing Type	Allows users to choose from an Account Billing Type
2. Account Type	Allows users to choose from an  Account Type
3. Has Mailing Address	Allows the user to choose from accounts that Has Mailing Address
4. Is Member	Allows the user to choose from Accounts that are set in My Lists for "Is Membership Category For Membership Reporting"
5. Join Date	Allows the user choose from Join Date

Person Properties

Field	Description
1. Age	Allows users to choose from an age group or a particular age
2. Gender	Allows users to choose from Gender
3. Marital Status	Allows the user to choose by Marital Status
4. Person Category	Allows the user to choose from the Person Category
5. Person Type	Allows the user choose from Person Type
6. Tag	Allows the user to choose from Tags

 

Group Options (Send to Parent)

Once a group has been defined, review group options.

Field	Description
1. Person Only	Includes the person that fits the group definition.
2. Parents/Guardians of Person Only	Includes parents/guardians of the person that fits the group definition. Determine if the recipient should be: All parents/guardians Male Only Female Only Account Primary Only (not dependent on gender)
3. Both Person and Parents/Guardians of Person	Includes both the person and the parents/guardians that fit the group definition. Determine if the recipient should be: All parents/guardians Male Only Female Only Account Primary Only (not dependent on gender)

Preview Results

Preview the results of the Group Definition to ensure it is including the intended audience.

 

Next Steps

Once a Group is created, when you are creating your email recipients in the Email Marketing Feature, you will be able to decide whether to include or exclude a group from a recipient list.