Front Page › Forums › CRM › Email or Export Contact Groups
- This topic has 3 replies, 3 voices, and was last updated 4 years, 6 months ago by
mishkat.
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July 14, 2018 at 3:11 am #19227
michel
ParticipantHey there,
What are contact groups used for other than tags? I’ve created a contact group called ‘applicant’ and I can see the compiled list correctly. Unfortunately I can’t bulk email them or export the list so what is the use case for contact groups?
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July 15, 2018 at 9:57 am #19239
rafin
ParticipantHello Michel,
Contact Groups allow you to send emails, SMS, or schedule calls and meetings with multiple people together who fall under the same category.
For example, you want to schedule a meeting with all business partners with whom you have partnered in the past 6 months. Or you want to send a system update email to all your customers of your every product who have been using the product for the past 1 year.
You can bulk email the Contact Groups through our “Email Campaign” Add-on.
Here’s the documentation of “Email Campaign” add-on:
https://wperp.com/docs/crm-add-ons/email-campaign/Regarding exporting Contact Groups, you can only export Contacts/Companies/Employee through this:
wp-admin -> ERP Settings -> Tools -> Export.Here’s the screenshot: https://prnt.sc/k6kyu0
Hope this will help you out.
Thank you.
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July 18, 2018 at 3:01 am #19432
michel
ParticipantThe Email Campaign add-on seems the be the way to go for us then.
Thanks!!! -
March 5, 2020 at 5:13 pm #68264
mishkat
ParticipantHi, Thanks for the awesome plugin. I need help. I want to export contacts “Contact Groups” wise. How can I select “contact groups” to the export contacts?
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