Select a Group

View a walk-through of the Recipients step in the emfluence ClickLearn section here.

In this step, you will choose the Contacts to send your email to. You will also be able to send to individuals and choose exclusion groups to be removed from your send. To add groups, start typing the name of the group that you wish to send to in the Groups field. Select it when it appears. Alternatively, you can also choose the Browse Group option to see a full list of your groups and add from the list. NOTE: Only groups you user has access to will be shown in your list. If you are a restricted user, only contacts you own will show in the groups you have access to (example, the group includes 200 people, but you only own 10 of them. You will only see 10 contacts in the group).

The groups you have added to your email will show up above the input fields. Follow the same steps to add Exclude Groups. Exclude Groups are groups of people you do not wish to receive this email. Above the fields you will find the recipient group math which will subtract you exclude count from your recipients and give you a Net Recipient count of who will receive your email.

To send to individuals, enter addresses manually in the Contacts field. NOTE: You can only add Contacts who exist in your account and you have access to. Also, contacts added individually will still receive your email (even if they are included in your exclusion groups).

On Automated Emails, the default option will be to not assign a group to your email. This is the option to keep if you plan to add the email to a multi-step workflow. If this is a simple auto-responeder (where it will be the only email tied to a workflow), you can de-select the Do not assign a group box and then add your group in the Groups field just as you do on a manual email. NOTE: Only a single group can trigger an automated email and exclusion groups are not available on automated emails.