Configuring Email and Mobile Groups

Configuring Email Groups

All these Email Groups are managed from Platform Settings > Definitions > Email Groups. The following landing page is shown when navigating to Email Groups.

This page details on following aspects:

• Group Name
• Group Description
• Member Emails
• Actions (Edit)

Creating an Email Group

To create an email group:

1. Click on the plus button + shown at the top right corner of the Email Group listing table.
2. You will see an Add Email Groups popup as shown below:
   
   
   
   
   • Email Group Name: Enter the email group name.
   • Group Description: Enter the group description
   • Group Member Emails: One or more email recipients with each recipient separated by a comma.
     
     
     
     

     💡 Note: There should not be any space between the comma and the next recipient.

3. Click on the Save button.
4. Repeat the above steps to add more email groups.

Editing an Email Group

To edit an email group:

1. Click on the edit option under Action (On the right side of the table).
2. You will see an Edit Email Group popup as shown below:
   
   
   
   
3. Make the necessary changes and click on the Save button if you wish to save the new changes, else click on the Close button symbol on the right top of the window.

Deleting an Email Group

To remove an email group:

1. Select the check box on the left side of the email group to be deleted.
2. Once selected, click on the delete button shown in the top right corner of the listing table. You are then prompted to delete confirmation as shown:
   
   
   
   
3. Click on the Delete button if you wish to proceed with the deletion, else click on the Cancel button.

Exporting Email Groups

1. The email groups can be exported in the form of an excel file (.xls/.xlsx). In order to export, click on the Export button in the top right corner of the screen after selecting the respective email groups.
   
   

   

   

2. All the email groups can be exported in the form of an excel file (.xls/.xlsx). In order to export, click on the Export All button on the top right corner of the screen.
   
   
   

Configuring Mobile Groups

All these Mobile Groups are managed from Platform Settings > Definitions > Mobile Groups. The following landing page is shown when navigating to Mobile Groups.

This page details on following aspects:

• Group Name
• Group Description
• Member Contact Numbers
• Actions (Edit)

Creating a Mobile Group

To create a Mobile Group:

1. Click on the plus button + shown at the top right corner of the Mobile Group listing table.
2. You will see an Add Mobile Group popup window as shown below:
   
   
   
   
   • Mobile Group Name: Enter the Mobile Group name.
   • Group Description: Enter the group description
   • Group Member Contact Numbers: One or more SMS recipients with each recipient separated by a comma.
     
     
     
     

     💡 Note: There should not be any space between the comma and the next recipient.

3. Click on the Save button.
4. Repeat the above steps to add more Mobile Groups.

Editing a Mobile Group

To edit a Mobile Group:

1. Click on the edit option under Action  (On the right side of the table).
2. You will see an Edit Mobile Group popup as shown below:
   
   
   
   
3. Make the necessary changes and click on the Save button, if you wish to save the new changes, else click on the Cancel button.

Deleting a Mobile Group

To remove a Mobile Group:

1. Select the check box on the left side of the Mobile Group to be deleted.
2. Once selected, click on the delete button shown in the top right corner of the listing table. You are then prompted to delete confirmation as shown:
   
   
   
   
3. Click on the Delete button, if you wish to proceed with the deletion, else click on the Cancel button.

Exporting Mobile Groups

1. The Mobile Groups can be exported in the form of an excel file (.xls/.xlsx). In order to export, click on the Export button in the top right corner of the screen after selecting the respective Mobile Groups.
   
   
   
   
2. All the Mobile Groups can be exported in the form of an excel file (.xls/.xlsx). In order to export, click on the Export All button on the top right corner of the screen.
   
   
   

Further Reading

1. Configuring Credentials