When you enter or edit a contact, you're able to assign that contact to
groups. This allows you to direct your future marketing campaigns to a whole
group of contacts that meet certain criteria. A contact can be a member of
several groups, allowing you to fine-tune your marketing efforts for maximum
impact. For more details about leveraging groups in your marketing efforts, see
the XSellerate section of this user's guide. To
build and manage your groups...
- In the contact manager, click
Tools.
- Then, click Group Management. From here you can...
- Click New and type a name for your group to create a
new group.
- Change a group name by clicking it, typing a new name into the
Edit Group Name box, and clicking Save.
- Delete a group by clicking it and then clicking Delete.
- Click Close when finished to return to the contact
manager.
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Note: Unlike contacts, groups cannot be made
public, if you wish to filter your contacts by group using the
Groups drop-down menu in the Contacts
view, you first need to switch to the My Contacts view as
outlined in the Finding Contacts section of this user guide. |
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