July 14, 2018 at 3:11 am #19227michelParticipant
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?
July 15, 2018 at 9:57 am #19239rafinParticipant
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: https://prnt.sc/k6kyu0
Hope this will help you out.
July 18, 2018 at 3:01 am #19432michelParticipant
The Email Campaign add-on seems the be the way to go for us then.
March 5, 2020 at 5:13 pm #68264mishkatParticipant
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?
- You must be logged in to reply to this topic.