Create, Edit, and Share Groups

  • Updated

A Group in OneMob allows for you to compile a list of contacts that you can easily send an email to. Simply enter the Group Name in the Recipients field when composing an email to send to everyone in the list. Send an Email directly to a group by clicking the Email button that is next to the group name. If you are using the OneMob unsubscribe feature then any unsubscribes will not be added to the email when using the group.

Look at the Table of Contents below to determine what in relation to Groups you are looking for:

Steps to Create a New Group of Contacts

  1. Go to Contacts and click Groups
  2. Click New Group on the top right
    Screen_Shot_2020-08-21_at_11.24.01_AM.png
  3. Enter a Group Name
  4. Search for current contacts and click on 1 or many to add
  5. Click Submit once you've added all necessary contacts to a group
    • Note: You can upload multiple contacts to a group using a CSV or Salesforce by following the instructions in this article.

Steps to Add Contact(s) to an Existing Group

  1. Go to Contacts and click Groups
  2. Hover over and select the Group you want to add contacts to
  3. Click Edit Members on the top right
  4. Enter the name or email address of a contact that has already been uploaded. Click Add after searching and finding the contact.
    • Note: To add multiple contacts to a group, you would need to have them already uploaded to your contacts. To learn how to upload multiple contacts click here.
  5. Click Close to view your newly added contacts

OR

  1. Go to Contacts
  2. Check the box to the left of each individual contact you would like to add to a Group or check the box to the left of "Name" to select all contacts
    Screen_Shot_2020-08-24_at_10.22.00_AM.png
  3. Click on Batch Actions > Select Add To Group
  4. Search for the Group you would like to add the contact(s) to. All Groups will be shown, created by you and shared with you.
    Screen_Shot_2020-08-24_at_10.23.55_AM.png
  5. Click Save

Steps to Delete Contact(s) from an Existing Group

  1. Go to Contacts and click Groups
  2. Hover over and select the Group you want to delete contacts from
  3. Click Edit Members on the top right
  4. Click the X to the right of the contact you would like to delete from the Group
    Screen_Shot_2020-08-24_at_9.27.04_AM.png
  5. Click Close to view the updated Group

Steps to Share a Group

  1. Go to Contacts and click Groups
  2. Hover the Group you would like to share and click the gear icon on the right
  3. Click Share from the drop-down that appears
  4. Select from sharing To your organization, adding a Team, or search to share to an individual Email. Once you select to share to your organization it will automatically share - a green banner will appear at the top of your window confirming it has been shared successfully. Search for a Team or Email in the appropriate search bar, click Add once found.
    Screen_Shot_2020-08-24_at_9.43.27_AM.png
  5. The Group will be shared to your organization, Team, or Email you wished for it to be shared to. To see the shared Group, whether the sender or receiver, look below to select the appropriate Filter option.

Edit, Filter, and Send Email Features for Groups

Go to Groups to be able to access the Edit features for Groups. Click on a Group you would like to edit. Where the Group Name is on the top left, you can click the pencil and edit the name of the Group. To delete the Group click the Delete Group button. 

For Filter options, go to Groups and at the top of the window click on the Filter icon. Select All, My Groups, Shared with Me, Shared by Me. 

  • All refers to all the groups that have been created in your organization. 
  • My Groups refers to the groups you have created.
  • Shared with Me refers to the groups that have been shared with you by others in your organization.
  • Shared by Me refers to the groups you have shared to your organization or others in your organization.

You can also sort the Groups by Creation Date or Title (A-Z).

To send an Email to a Group, simply click the Email button that is to the right of the Group. You will be directed to the Email composer and your Group will appear in the Recipients box. For details on how to build an email click here!

 

 

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