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.
Creating Groups
- Navigate to the Admin Menu>Email Marketing.
- Within the Communications Center, Click on Groups
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Click on the Create Group button on the right side of the Groups Dashboard.
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You are required to enter a group name. A description for your group and adding communication tags to your group are optional.
Groups are building blocks of people you are sending to or excluding from a communication.
Group Definition
In the Group Definition area, you will use conditions and condition blocks to determine your groups. 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 you a larger pool of people
- Adding a Condition, means that there is more than one set of criteria to be in place.
- 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.
For Group Definition options please refer to the Group Definition: Reference.
Preview Results
Preview the results of your Group Definition to ensure it is including the audience you are intending.
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.