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Communication Group

A Communication Group is a named list of customers you want to message together — a fleet account's drivers, a loyalty list, everyone who bought a particular service. Build the group once here and it becomes a choice in Send To on the Send Email/SMS screen. The list shows each group's Name, its Status, and how many Clients are in it.

3 how-to answers 2 screenshots Open in ARM Markdown

How do I create a communication group? #

  1. From the Home Screen, click Marketing → Communication Group.
  2. Click Add Communication Group.
  3. Enter the Group Name. This is required.
  4. Type a customer's name in Search Client and pick them from the results to add them to the group. Repeat for each member.
  5. Leave Status set to Active.
  6. Click Save.
Add Communication Group form
Add Communication Group form

How do I add or remove members later? #

  1. From the Home Screen, click Marketing → Communication Group.
  2. Find the group — type into the Search box, or set the records-per-page list to a larger number.
  3. Click the edit icon in the Action column.
  4. To add someone, type their name in Search Client and pick them from the results.
  5. To take someone out, use Search For Remove Member From Group to find them in the group and remove them.
  6. Click Save. The Clients count on the list reflects the change.
Communication Group list
Communication Group list

How do I stop using a communication group? #

  1. From the Home Screen, click Marketing → Communication Group.
  2. Click the edit icon beside the group in the Action column.
  3. Set Status to Deactive. The group stops appearing in Send To but its membership is kept, so you can switch it back on later.
  4. Click Save.

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