Creating a Group

Creating a Group

By grouping contacts you can easily send out a communication to a predefined set, such as participants of different research studies, clients in different regions, leads from different marketing strategies or owners of different products.

In Groups, you can add, delete and manage your contacts as you begin to engage and build your contact database.

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    • Create a Group

      Creating contact groups is essential when you would like to communicate with a targeted set of contacts. Groups are the main categorization of contacts in Echo Mobile To create a new group, do the following: From the Left hand menu, navigate to the ...

    • Group Inbox

      Each group has an inbox where messages from the respondents are stored. Here is where you will find all responses to notices (Notices are one-way messaging therefore respondent responses are found in the group inbox). For organizations using private ...

    • Delete a Group

      In managing and organizing your contact group, you can only delete  existing groups on your organization's account. It is important to note that ONLY a group that does not contain any contacts can be deleted. Want to delete contacts in a group? Click ...

    • Edit Group Settings

      You can edit various settings to setup custom configurations related to your contact groups.Here you edit the basic settings, inbox settings, referrals.e.t.c To view group settings, do the following: From the Left hand menu, navigate to Groups Click ...

    • Create a New Group

      By grouping contacts, you can easily send to a predefined set, such as participants of different projects, clients in different regions, or owners of different projects. To create a new group via Manage Groups, do the following: On the top navigation ...