Maintaining groups

Where do I maintain groups?

The Group manager tab is central to group maintenance. Also there are a number of plug-ins available to customers which extend the core functionality.

What can I do with my groups?

You can do the following using the core feature set found in Group Mail
 

• Create, Modify and Delete groups
  To create a new group use the New button on the Group Manager tab. Specify a name and click OK. That's it. [more]
  To modify a group you have to select it first (also on the Group Manager tab) and then click on the Modify button (you can also use the context menu which you can access by selecting the group and by then right clicking on it).
  To delete a group - select it on the Group Manager tab - and click the delete button - you have to confirm the deletion. Local deleted groups are copied to your recycle bin (just in case you need to restore them later).
   

• Move / Copy recipients between groups
  To move or copy recipients between groups you need to select the group you wish to move or copy from on the Group Manager tab - then click on Browse. This will open up the entire group and make all recipients available to you for updating etc. To copy or move just select the recipients and then click either the Copy or Move buttons which are located at the bottom of the Browse screen. You then get the chance to determine which groups to move or copy the recipients to. Please note that it is also possible to move and copy recipients from the Search tool to other groups.
   

• Search across groups
  To search a group or series of groups click on the Search button on the Group Manager tab - or from the Tools menu click on Search also. Select the group to search (there is also an item at the end of the list of Groups called 'All Groups' which you should use for searching, well all groups :)
  Next thing to do is select the field to base the search on yet. Then choose how to base the search - the current options are Equals, Contains, Starts with and Ends with. The last option is the criteria - leave this blank for blank fields.
  When you click search the result set will be shown below - resembling the Browse group screen. It is possible then to do move / copy recipients as well as other common options directly from the results. Please note that if you are searching multiple groups you can not move or copy recipients.

• Update recipients across groups
  When you modify a recipient (either via the Browse groups option or the search results screen) you can choose to apply changes to all instances of the recipient (determined by email address).
  
  
• Importing
• Exporting
• Creating backups

• Merge groups together
  To use this functionality download and install the GroupPurge plug-in - available from the Customers download section found at http://www.infacta.com/customers.html
• Purge groups from each other - this one even allows you to purge lists in other formats from your group(s).
  To use this functionality download and install the GroupPurge plug-in - available from the Customers download section found at http://www.infacta.com/customers.html
• Print groups
  Available directly inside the software when you are a Pro or Plus user. You can choose to Print from the Group Manager tab, the Browse Recipients screen or from the Search screen. There is also a plug-in available but its not as powerful as the built in printing.
• Add & Remove recipients via email using the Subscriber Plug-in
  To use this functionality download and install the GroupPurge plug-in - available from the Customers download section found at http://www.infacta.com/customers.html. This note that this plug-in also comes with further help information which you should review if you require help using it.

• Tutorials
• Creating Groups
• Adding Recipients to groups
• Importing
• Exporting
• Creating backups
• Frequently asked questions