You can create as many groups as you want, slicing and dicing, creating lists for different purposes. Grouping contacts makes it easier to direct your information to the right people.
Note! Even if your contacts are part of multiple groups/distribution lists, they will only receive one email.
Enter Dashboard and open the PressWeb or ScreeningRoom module. Click Users/Contacts in the left side menu.
1. Create groups
Enter the Groups tab, click the Add/Create groups button to the right and give the group a name and description. Click Create.
2. Add users to a group
Enter the Users tab to find the users you want to add to the list by entering users in the search field at the top of the list.
2.1. Search users individually
Search a user by entering the email address in the search field. Mark the user you want to add to a group and choose Add selected to group in the Actions list.
2.2. Search users by company name
If you want to group users by company name, easiest is to search for a domain name in the email address list. First you need to display all available users by clicking Load All users at the bottom of the list. Mark the users you want to add to a group and choose Add selected to group, according to above. Click Add.
Importing contact lists
Importing contact lists can be done to ScreeningRoom but not to PressWeb. If you want help importing to PressWeb, contact us.
If you want to know how you can import contacts to ScreeningRoom, see How can I import contact lists?