How do I add a group or list?
A group is which "Category" you would like your contact to be in. Contacts in your eMerge account can only exist in one group at a time.
To add a group:
- Click on the "Contacts" tab in the main menu on the left, then on "Groups."
- Click "Add Group" on the right side of the page.
- Enter the name for the new group you would like to create.
- You have an option to add the group to a specific campaign currently running in your account.
- Click on "Save" to create the new group.
A list is to separate how a contact is "qualified." Buyers, sellers, new leads? Contacts in your eMerge account can only exist in one group at a time, but they can belong in as many lists as you like.
To add a list:
- Click on the "Contacts" tab in the main menu on the left, then on "Lists."
- Click "Add List" on the right side of the page.
- Enter the name for the new list you would like to create.
- You have an option to add the list to a specific campaign currently running in your account.
- Click on "Save" to create the new list.
- If you still have more questions, don't hesitate to reach out to our support team.
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