Connecting with a Group

Learn how to send an email to an entire group, or add a group to a campaign.

Group Action: Email

  1. Select the group you’d like to email.

  2. Click the Group Actions button and select Email Group.

  3. Fill out your email and schedule/send it.

    And that’s it. Everyone in that group will receive the email.

Group Action: Add to Sales Campaign

  1. Select the group you’d like to add to a campaign.

  2. Click the Group Actions button and select Add Group to Campaign.

  3. Confirm the right people have been selected and click Next.

    NOTE

    You may see an option to add to a Marketo Campaign. That’s a different article.

  4. Select a campaign (you can select a category to narrow your results) and click Next.

  5. Make any edits you’d like and click Next.

  6. Schedule the campaign and click Start.

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