Campaign Groups

Campaign Groups

Campaign Groups are the audiences you send email campaigns to. A group is a named list — leads, customers, a segment you have defined — and a campaign is always sent to a group rather than to individuals.

Where to find it

Go to CRM > Settings > Campaign Groups.

Adding a Campaign Group

Click Add New to open the popup.

FieldRequiredDescription
NameYesThe group name, shown when choosing an audience for a campaign.
DescriptionNoWho the group contains and why, which matters once several exist.

Managing groups

The list shows every group you have created. Edit renames a group; groups can be removed where no campaign depends on them.

Two steps, not one

Creating a group does not populate it. The group is the container; the people go in through Campaign Group Contacts. A campaign sent to an empty group reports success and reaches nobody.

Naming groups usefully

Name them by who is in them rather than by the campaign that created them — Leads, Q3 web form rather than Newsletter 3. Groups outlive campaigns, and a name describing the audience stays true.

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