Group tags are a way to identify recipients based on the information you hold on them. Group labels play a similar role as mailing lists, though there are a few differences.
Each new subscriber must be put into a group upon the import or assigned to it before sending a campaign. Users can add multiple group tags for the same subscriber.
Actions that can be found in the “Group” section:
- Create a new group
- View, rename and delete groups
- Add subscribers to this group
- View group activity report
Creating a new group
“Create new group” button does exactly what it says it does. There are a few ways to add subscribers into a group:
- Existing recipients can be assigned to a group (click on the group’s name).
- New recipients can be added by clicking the arrow to open the drop-down bar and then the “Add subscribers to this group” button.
If you want to assign already imported recipients, click on the group’s name, then filter out the needed recipients via advanced filters or subscribers’ status.
After you finish the filtration process – select the chosen recipients and click on “Actions” -> Add group.
That’s it! Subscribers were successfully assigned to a new group and received an additional group tag.
Let’s continue by adding new recipients
Go ahead and click on the arrow down to open the drop-down bar and then the “Add subscribers to this group” button.
Next, the subscribers’ import window will appear. There are a few methods to upload recipients.
When subscribers get imported, you will be asked to assign the custom fields, e.g., names will need to be assigned to the “First name” column, etc.
If you do not want to assign all columns, you can click “Skip all unselected fields”.
Next, when columns are marked – click on the “Start import” button. The upload process takes up to a few seconds.