E-Broker 5.0 Help

Add a Group

Add a Group

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Add a Group

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Productivity Tip

Groups are powerful things. Groups allow you to add unrelated people to a list and then market to them as a whole. In this way, Groups allow very fine control of Members for Marketing.

 

Add a new Group

1.Under Admin, click on Groups.

 

2.The Group Screen now opens.
3.Click New.
4.Add the details you need and click Save.
5.You can now start to add Members to the Group under the Member Name drop down.
6.Don't forget to press Enter to add each chosen Member.
7.Click Exit when you are finished.

Add a Member to a Group

1.You can either open up the existing Group as above and add Members directly into the Group, or
2.Under Member Details (click at the bottom of the screen to edit a Member)
3.Click on Groups
4.Select the Group to add the Member to.

5.Press Enter to complete the process.

 

See Also: Groups, Marketing