Overview
Creating a Custom Group through the broadcast center is an easy way to bulk email, bulk SMS, and filter contacts by their Custom Group. This function can be used to create a custom group or for one-off messaging purposes for a specific list of contacts through the broadcast center.
Give it a try!
Navigate to the Broadcast Center.
Select the type of broadcast you want to send.
Under audience, select ‘By Manual.’
Search by file by choosing your file and clicking ‘Find Contact.’
If needed, you may continue to add to your audience manually by using the search function field for any one-off additions to your audience.
Here are some things to know about your file upload:
Use a .csv file type.
Include the appropriate column headers in your file. (i.e., phone and email).
File search is done by email or phone number to find matches to contacts in the platform.
Phone numbers do not require a 1 before them. (i.e., 15556781000 or 5556781000 will work).
If an email or phone matches, we will add that contact to your audience.
To create a custom group:
After selecting your audience, you have the option to save it as a custom group.
Give your custom group a unique name.
Creating a new custom group is not required when selecting your audience by file or manual search. Still, it can help speed up your processes in the future if this is a specific audience you will regularly communicate to through the Broadcast Center.
To reuse a saved custom group:
Next time you want to send a broadcast to this saved custom group, you will select ‘By Group.’
You can always edit your custom group in your account settings under ‘Segmentation.’
Click ‘View Custom Groups’ to edit your custom groups.
Happy Creating and Communicating!
📝 Additional Resources 📝
Defining an audience can be done by everyone, by lifecycle, by group, or by manual.
Custom groups can be created through manual selection in account settings.