If the email group was created using filters on Directories or the data studio, then any record that would meet the filter criteria will 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 -

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!😃

What if there is no record for the email address you want to add to the email group?

You will then need to add the record to the platform first.
Head to the data studio. On the top right corner, you will see the option to add a record -

Fill in the details for the record, and hit Save.

The steps from here are the same as mentioned above.

For any queries or concerns, reach out to us at help@almabase.com.

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