Mail House: How to create a new Mail Group

Creating a new Mail Group in the Mail House:

  1. Go to the Mail House module > Mail Groups tab.
  2. Select a Folder to view, this folder will be where the Mail Group is placed.
  3. Once you've selected to view a particular Folder, the 'New Mail Group' button will become clickable.
  4. 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.

  1. At Step 3. of the Import process, Select an existing Folder, this folder will be where the Mail Group is placed.
  2. Once you've selected a Folder, click on the 'Create new Mail Group' button - to the far right of the 'Mail Groups' selection box.
  3. 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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