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Learn how to create subscription groups so you can segment your contacts into groups for marketing.
A Subscription Group is a group of contacts segmented together for Marketing purposes.
In the Events system, you can assign delegates who register for your event into a subscription group. This means you have a group of contacts that have attended an event which can be great to market to for future events.
In the Venue system, when you add a contact into the system you can manually assign them to a subscription group. Therefore if you have someone inquire about a Conference, you could add them to a 'Corporate' group. You could then send them any conferencing specials you may have at your event.
To Create a Subscription Group:
- Navigate to Global Settings > Contacts & Companies > Subscription Groups
- Select ‘Add Group’
- Complete the following;
- Name: the name you wish to give to the Subscription Group. For example; Social, Corporate, Newsletter
- Is Public: Whether or not the contact can see that they are a member of this group.
”Yes“ means that they can see and can choose to unsubscribe from this group.
”No“ means they can‘t see their membership, or unsubscribe from this group. - Select Colour: This will add a colour tag to the contact when viewing the CRM. We recommend you keep track of similar groups by colour coding them.
- Click 'Save'
To Assign Contacts to a Subscription Group in your CRM
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Select 'Contacts' at the top of the screen.
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Search for a contact you want to add to your group
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Select the contact by clicking the box on the left hand side.
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Select 'Add to Group' and select the group from the drop down list that appears.
To Assign Contacts to a Subscription Group in your CRM
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Select 'Contacts' at the top of the screen.
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Search for a contact you want to add to your group
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Select the contact by clicking the box on the left hand side.
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Select 'Remove from Group' and select the group from the drop down list that appears.
