Email or Export Contact Groups

Front Page Forums CRM Email or Export Contact Groups

Viewing 3 reply threads
  • Author
    • #19227

      Hey 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?

    • #19239

      Hello 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:

      Regarding exporting Contact Groups, you can only export Contacts/Companies/Employee through this:
      wp-admin -> ERP Settings -> Tools -> Export.

      Here’s the screenshot:

      Hope this will help you out.

      Thank you.

    • #19432

      The Email Campaign add-on seems the be the way to go for us then.

    • #68264

      Hi, 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?

Viewing 3 reply threads
  • You must be logged in to reply to this topic.

Contact Us

Reach out to us for any inquiry

You must enter full name
You must enter email
You must enter message

We received your message

We will reach you with your email address soon. Thank you for the time!