Creating a new Mail Group in the Mail House:
- Go to the Mail House module > Mail Groups tab.
- Select a Folder to view, this folder will be where the Mail Group is placed.
- Once you've selected to view a particular Folder, the 'New Mail Group' button will become clickable.
- Click the 'New Mail Group' button to add a new Mail Group to the folder.
Creating a new Mail Group at the time of Importing contacts:
If you have a CSV file containing new Contacts, you can create a new Mail Group during the import process.
- At Step 3. of the Import process, Select an existing Folder, this folder will be where the Mail Group is placed.
- Once you've selected a Folder, click on the 'Create new Mail Group' button - to the far right of the 'Mail Groups' selection box.
- The contacts that are being imported will be placed in the new Mail Group - which can be found in the Mail House within the Folder selected in the previous step.
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