06. Groups and Campaigns [4:20]

Description: This video provides an overview of how to setup groups and send mass mail campaigns in the Core4 CRM.

Transcript:

Let’s take a closer look at Groups and Campaigns in the Core4. Grouping in the Core4 allows you to create and manage mailing lists for mass email campaigns.

0:21 Groups can be located in the Contacts and the More Info tab. Currently I have two groups created called Monthly Flyer and Staff Newsletter. If you select the Manage button, the Group Management window will open. This window displays all groups and the subscriber count. You may add and remove groups by selecting the red delete button or the green add button. I’ll add a new group, and currently I have zero contacts subscribed to the Latest Updates group.

1:00 Let’s navigate back to the main contacts tab, and I’ll perform a find for all Active contacts. Currently I have ten records in my found set. By selecting the Add Multiple button I can add the found set of records to a group selected. I’ll add these contacts to the Latest Updates group. You may remove a found set of contacts from a group by selecting the Remove Multiple button. You can also perform a find based off these check boxes. I’ll perform a find for all contacts in the Monthly Flyer group. Here we can see we have seven records in the found set subscribed to the Monthly Flyer.

2:11 Next let’s generate a new email to see how to send a campaign to a group. To send this as an email campaign, select this check box. It’s going to send a separate mail-merged email to each recipient rather than one email to all. Select the To button, and the Advanced tab. Then select the group to send emails to. Now we can send this email to all of the recipients in the Latest Updates group. And since this is an email campaign there is going to be a separate email sent to each contact.

3:04 If we wanted to preview the emails, select the Print button. Here you can go through and see I have the emails to all of the contacts in that group.

3:24 And that’s the basic use of Groups and Campaigns in the Core4. This can be handy if you need to send a mass email campaign to a select group of people.

3:39 This is just a brief overview of the many features and possibilities of the Core4. For more information on what the Core4 can do for you please visit http://www.Core4CRM.com, review the videos and documentation, and try a demo.

3:57 Please contact us via email, phone or browse our forum if you have any additional questions. We look forward to hearing from you and automating your business to operate more efficiently.

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