Add Contacts to Group

This job was previously called: Add Member. This job adds contacts to a group. The contacts become members of the group.

• The contacts are selected from the system-wide database with a mandatory selection. The contacts must therefore already exist in the system.

• Contacts who are already a member of the target group, who are on the group blacklist or who have the status ​pending​ in the group are skipped. The system does not report an error in these cases.

• As a contact can be a member of multiple groups, all existing group memberships are retained.

Use Case​

This job moves existing contacts into an existing group. This can have a large number of practical applications. This job does not import new contacts into the system. To import new contacts, use the ​Import Contacts job.

Basic Settings

Define Job​

This area defines the specific parameters of the job.

• Group Name: This field defines the group to which contacts are added. Use the  symbol to search for a specific group.

• Add Contact: Defines whether the addresses in the file are added or invited. When you add contacts, you can decide whether to send them an additional confirmation email.

  • With Notification: The imported contacts are sent a confirmation or welcome message immediately after import. The default system message for this purpose is​ SysMsgWelcomeToGroup​.

  • Without Notification: The imported contacts are not sent any confirmation or welcome message.

  • Invited: The imported contacts are sent an invitation immediately after import. Contacts must accept the invitation by clicking on a link in the email. The default system message for this purpose is​ SysMsgInviteToGroup​. Recipients who do not reply within 14 days are automatically deleted from the group. Recipients who have not yet accepted membership to the group are given ​Pending​ status. Pending recipients do not receive messages in the group. This conforms to Double Opt-in standards.

Define Selection​

Selection: This drop-down list defines a selection. A selection filters contacts according to defined conditions. Use the  symbol to search all selections in the system. A selection is mandatory for this job. Only the selected contacts are added to the group. The selection runs system-wide. This means that all users in the system who fulfil the selection criteria are added to the group.

Schedule