Salesforce

Messenger: Add Saved Groups

« Go Back
Article Details
Instructions to manually save a group of contacts for future messaging.
Information

Scope 
Steps to create a Saved Group without selecting the individual contacts each time.

Instructions – via New Group

  1. Go to Advanced Messaging.

  2. Right-click on a group in the Search tab and select New Group.

image.png

  1. In the Add Edit Group window, enter the name of the group.

  2. Click Submit.

  3. In Edit Group, select the contact you want and drag them to the group list on the right. To select multiple contacts, hold Shift and select each contact then drag them.

image.png

    • Note: You can untick StudentsStaff, and/or Address Book to exclude those contacts from the list to make it easier to find the contacts you are looking for.

  1. Once finished, click Submit.

  2. In the Search tab, expand the Saved Groups section to see your new group listed.

image.png

  1. Tick the group to add them as recipients for your messages. Read our guides for further information: Messenger: Manage Saved Groups / Messenger: Send Advanced Messages.

Instructions – via Save Group

  1. Go to Advanced Messaging.

  2. Use Quick search for Contact or Group to find the contacts you want to include in a Saved GroupAdd to Recipient.

image.png

  1. Once you have added all the relevant contacts, click Save Group.

image.png

  1. Type in the Group Name and confirm the correct contacts are listed.

image.png

  1. Click Submit.

  2. In the Search tab, expand the Saved Groups section to see your new group listed.

  3. For future messages, tick this group to add them as recipients.

  4. Read our guides for further information: Messenger: Manage Saved Groups / Messenger: Send Advanced Messages.

Properties
Messenger: Add Saved Groups
Messenger-Add-Saved-Groups
28/02/2024 18:38
02/03/2024 04:20

Powered by