An Email Group comprises a collection of subscriber email IDs designated for receiving newsletters.

You have the capability to organize subscribers by grouping them into various categories.

This allows you to categorize both current and prospective customers based on factors such as their geographical territory or their product preferences. Additionally, you can consolidate the email IDs of all employees to facilitate streamlined information sharing.

To access the Email Group list, go to: > Home > Settings > Email > Email Group

1. How to Create an Email Group

1. Go to the Email Group list and click on New.
2. Enter ‘Title’.
3. Click on ‘Save’
4. Click on Action > Add Subscribers.
5. Enter Email Addresses.
6. Click on ‘Add’

2. Features

2.1 Import Email IDs from Transactions

You have the option to import email IDs from existing transactions.

Simply navigate to Action > Import Subscribers and choose a transaction such as Lead. Upon clicking Import, all the email IDs listed within the transaction will be imported.

2.2 Email Templates

You have the option to define the confirmation email and welcome email templates for the email group. A confirmation email is dispatched to confirm an individual’s subscription to your newsletter, while the welcome email is sent once the person confirms their subscription.

Confirmation Email Template: This template replaces the default one sent for newsletter subscriptions. It is utilized for the confirmation email sent when someone subscribes to the Email Group Website. Welcome Email Template: Upon confirmation, whenever a subscriber is added to an email group, the email template specified here will be dispatched to them.