Creating Mail Groups

Creating Mail Groups

If you wish to email more than 25 people out of your ClientBAY platform, you need to set up a Mail Group. 

To do this, go to your Messaging tab on your left hand side menu.
This will open up your Messaging Dashboard.
From the tabs along the top of the screen, select Mail Groups 
This will open up your Mail Group Dashboard where you can create Mail Groups and add recipients to those groups.

To build a new Group, select the blue +Create Mail Group button in the upper right hand corner.
This will open up a window where you can create the new Mail Group.
Give the new Mail Group a name that will easily identify who is in this group (i.e. Past Clients, Luxury Buyers, etc.) You can even give the group a description if needed.
Next, click on the Select Contacts option to add the contacts that you want to add to this Mail Group from your CRM. You can easily filter through your contacts at the top of this screen and even utilize your Contact Types to bring up certain contacts. 
Select the Checkbox next to the Contacts/Leads you wish to add to this Mail Group. If you want to add them all, select the Checkbox next to the First Name column header. Once you have the contacts you want to add selected, hit the +Add to Selected button at the bottom of that list It will then populate those Contacts to the box below which indicates who is in this Mail Group.
Once you have the Contacts added, press the Save button at the bottom of this window.

You will now see this Mail Group on your Mail Group Dashboard.

You can utilize the three dot Action button associated with each Mail Group to edit the recipients or delete the Mail Group.





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