If the email group were created using filters on Directories or the data studio, any record that would meet the filter criteria would be auto-added to the group.
There could be cases where there is no filter set for the email group - like your newsletter email list, fundraising email list, or an email list of the board members, etc. In such cases, you have to add specific members manually.
We will see here how you can add records to an existing email group. ๐
Step 1:
Go to the data studio.
Step 2:
Select the records you want to add to the existing email group and head to:
Admin Actions > Communication Center > Add the record to the existing email group
Step 3:
In the following popup, select the email group you want to add the records to and hit on Add Members.
The selected records are added to the email group!๐
What if there is no record for the email address you want to add to the email group?
You will first need to add a new record to the directory CLICK HERE to understand how.
Fill in the relevant details for the record (name and email id is mandate), and hit Save. Once done, you will find this record on the data studio. The steps from here are the same as mentioned above.
For any queries or concerns on adding a new user to an email group, reach out to us at help@almabase.com or through the Chat bubble.