How to create and use groups

To create groups and manage them according to your needs, click Subscribers >> Groups. On this screen you will see all the groups you have created and the different actions you can perform on them.

TABLE OF CONTENTS

• Create a group
• Edit a group
• Managing groups
• Group trash
• Restore deleted subscriber groups

Create a group

Click the + Add button and the New group screen will open.

Enter the group name in the Name field, add a short description in Description and click Create Group. Try to make the description as clear as possible: once you have many groups, this information will help you manage your subscriber lists properly.

Next, you will see the details page of the group you just created, with all its data (ID, name, description, number of subscribers and creation and update dates).

Edit a group

Once the group has been created, you can edit it at any time. To do so, click the Edit button (green pencil) or the Edit group tab on the group page. Here you can change the Name and the Description.

Then click Update Group to save the changes. You will see the message “Group was successfully updated.” together with the group's new data. If you wish, you can also delete the group with the Delete button in the top right corner.

Managing groups

The main Subscribers >> Groups screen lets you manage the different subscriber groups you have created.

At the top is the search area, with a single condition where you can type the name of the group you are looking for (Name contains), the Search button to start the search and the Clean option to clear the text you entered.

Below it you will find the + Add button, which lets you create a new group, and the Export groups to CSV button, to export the data shown in the results area.

Clicking Export groups to CSV opens the Export to CSV window, where you can tick Include headers (to identify the columns in the exported file) and choose the Fields you want to include: Select all, ID, Name, Number of subscribers, Created at and Updated at. Then click Export to CSV (or Close to cancel).

The export only includes the group data, not the subscribers that belong to each group.

The central area, or results area, shows the groups in five columns: ID, Name, Number of subscribers, Created at and Updated at. You can click on each column header to sort the results.

Each group in the list has four action buttons:

• Subscribers in group (light blue): shows the contacts that belong to the group directly.
• Show (blue magnifying glass): opens the group page, where you can view it and perform advanced actions. The information is organised into five tabs: Show group, Edit group, Log (history of changes), Subscribers in group (contacts in the group) and Import (lets you paste lists of subscribers and add them to the group).
• Edit (green pencil): lets you change the group name and description.
• Delete (red bin): deletes the group and sends it to the group trash.

Group trash

In Subscribers >> Groups you can open the trash of deleted groups by clicking the red bin icon in the top right corner of the screen (see the first image in this article).

The Deleted groups screen will open, showing the ID, Name, creation date (Created at) and deletion date (Deleted at) of each group.

Restore deleted subscriber groups

From the trash you can restore any group. If you have not permanently deleted its subscribers, the group will be restored with all of them.

To do so, click the blue Restore button on the right of the group and confirm the action. You will see the message “Group was restored.” and the page of the restored group, which appears again in your group list: