These message groups will only be setup once and will be used by the Text Alerts and Email Alerts sub modules to send target messages to the created groups.
To access this window, click: Customer Relationship Management- > Setup - > Messaging Groups.
The window below opens up:
Creating A Messaging Group
Click the Add New icon to open the following window:
Name - Enter the name of the message group.
Target - Pick an appropriate target group from the drop-down menu:
On the membership status you can select from the drop down below the status choice.
On the lower pane:
I) Custom Target:
NOTE: To add more customers, locate the customer from the search below then click on the add button.
The above steps have to be carried out for every customer that is to be added.
II) Business/ Employer Target
Name - Enter the name of the message group.
Target - Pick an appropriate target group from the drop-down menu:
III) Role Target
Name - Enter the name of the message group.
Target - Pick an appropriate target group from the drop-down menu.
Editing A Message Group
Identify the message group to be edited.
Right click and click on the edit icon.
The following window will open:
On the above screen:
Make modifications to the Name, Target and Membership Status fields.
Click update to commit the changes into the system.
On successful completion you will get a pop-up message confirming that the operation was successful.
Remember to make use of the Search and Items Per Page function when searching.
You can select up to 1000 items to be viewed in one page.
The search bar with the icon adjacent to the right:
