Adding Groups
One of the first things that you should do with your MessageSpring account is create your groups. Please see About Groups for more information on why groups are important.
Before starting the steps below, please create a list of groups and have them on the ready. Having an exhaustive list of groups already set up will make it simpler for onboarding if you have email or phone number lists to import. Because, as explained in the Adding Subscribers article, you can batch add subscribers to groups during the import process. This is not something that you want to do on a one-by-one basis.
So, please follow these steps to add groups to your MessageSpring account. From your MessageSpring account:
Click on the Groups menu item in the left hand navigation
Click on the blue "Create Group" circle in the upper right
In the "Create new group" popup, enter the name for your new group
Since all groups must have at least one subgroup, create subgroups for your new group. Most groups can be subdivided into smaller groups, but if you have a group that you cannot subdivide, just create a subgroup with the same name.
Repeat this process for all groups.
Any subscribers that enter the system who are not placed into groups can be easily seen in the link near the top of the page with the number of Subscribers not in Groups. If you click on that link, you will be taken to the Subscriber CRM to a view filtered by subscribers who do not belong to any groups.
When you compose messages to send to your stakeholders, you will see the groups that you created appear in the Recipient list. Please see the screenshot below for perspective.
Before starting the steps below, please create a list of groups and have them on the ready. Having an exhaustive list of groups already set up will make it simpler for onboarding if you have email or phone number lists to import. Because, as explained in the Adding Subscribers article, you can batch add subscribers to groups during the import process. This is not something that you want to do on a one-by-one basis.
So, please follow these steps to add groups to your MessageSpring account. From your MessageSpring account:
Click on the Groups menu item in the left hand navigation
Click on the blue "Create Group" circle in the upper right
In the "Create new group" popup, enter the name for your new group
Since all groups must have at least one subgroup, create subgroups for your new group. Most groups can be subdivided into smaller groups, but if you have a group that you cannot subdivide, just create a subgroup with the same name.
Repeat this process for all groups.
Any subscribers that enter the system who are not placed into groups can be easily seen in the link near the top of the page with the number of Subscribers not in Groups. If you click on that link, you will be taken to the Subscriber CRM to a view filtered by subscribers who do not belong to any groups.
When you compose messages to send to your stakeholders, you will see the groups that you created appear in the Recipient list. Please see the screenshot below for perspective.
Updated on: 19/11/2022
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