Step 1: Start Creating an Email Group
To begin creating an email group, you have two options:
Select "Email Groups" from the Admin Panel and choose "Create new Group";
While composing a bulk email, opt for "Create Group" within the "Select Group" option.
Step 2: Define Email Group
No matter which path you choose, you'll be prompted with a dialogue box where you can:
Name the Group: Assign a reference name like 'Batch of 1986' or 'Lives in California'.
Add Members: Choose from profiles on the platform or upload an Excel sheet.
Step 3: Add Members
There are two primary ways to add members to your group:
Define a Segment from the Directory:
Choose Specific Members:
Step 4: Finalize the Group
After defining your group and selecting profiles, the information will be auto-filled in the earlier window. Simply click "Create Group" to finalize.
Please write to us at email@example.com or through the Chat 💬 if you have any queries or concerns about adding funds. 😄