Click the 'Address Book' tab at the top of the interface to open the Address Book drop-down menu.

Choose 'Add a new shared group or 'Add a new personal group'.

'Shared' groups can be accessed by any users belonging to the parent customer, while 'personal' groups belong to the current user.

There are 2 visible tabs (click to jump to section):

Details - Mandatory group name and optional description/report presentation fields

Group Delivery Schedule - Choose various scheduling options for keeping your list up to date

Name

Type/paste a unique name for the group. The platform will check to make sure that all groups of a personal type are unique, and all groups of a company type are unique.

Users can however create a personal group with the same name as a shared group.

Description

Type any further descriptive information about the group (optional).

New Photo

Personalize your group by adding a unique photo to the profile.

Note: Image size can be a maximum of 10Kb.

Group Owner

Indicates whether the group is 'Personal' or 'Shared'. 'Shared' groups can be accessed by any users belonging to the parent customer, while 'personal' groups belong to the current user.

Contact Presentation

Allows you to provide multiple fields to be presented in message reports, a more meaningful data set than a mobile number. This field can utilize either plain text, or valid contact fields as listed below:

•$first

•$last

•$phone

•$mobile

•$email

•$address

•$city

•$country

•$postcode

•$fax

e.g. Variables/Mail Merge

$first $last - $mobile

Would result in the output:

CONTACT_FIRST_NAME<space>CONTACT_LAST_NAME<space><dash><space>CONTACT_MOBILE_PHONE_NUMBER

Delivery Frequency

Select as required:

•DAILY

•MONTHLY

•NONE (Note: Selecting 'NONE' will cause all other fields, except 'Deliver Empty Group' and 'Delete Delivered Contacts', to be 'greyed-out').

•WEEKLY

•HOURLY

Delivery Method

Select as required:

•EMAIL

•FTP

•HTTP

•SFTP

Start Date

Commencement date for group delivery - format 06/30/2022. Click the icon to select a date.

End Date

Termination date for group delivery - format 06/30/2022. Click the icon to select a date.

Update Option

Click radio button as required:

•New Content - When a group is updated via scheduled delivery, only new content will be uploaded to the group.

•Complete Content - When a group is updated via scheduled delivery, the full content will be replaced.

Naming Convention

Naming convention allows the user to define the naming format of the file that they would like to create as part of the group delivery. The naming convention can be made up of alphanumeric characters, with the following character strings defining date variables:

•yyyyMMddHHmm, e.g. 200909011015

•yyyyMMdd, e.g. 20090901

•yyyyMdHHmm, e.g. 20099110

•yyyyMd, e.g. 200991

•yyMMddHHmm e.g. 0909011015

•yyMMdd, e.g. 090901

•yyMdHHmm, e.g. 09911015, for 1st September, 2009 at 10:15am

•yyMd, e.g. 0991, for 1st September, 2009 at 10:15am

e.g. 'mycrmlist-yyyyMMdd' would equate to 'mycrmlist-20090901.csv'

Start Time

Commencement time for group delivery.

End Time

Termination time for group delivery.

Delete Delivered Contacts

If ticked, the delivered contacts will be removed from the group but remain in the system.

Email Destination/URL

The delivery destination email address (if Delivery Method is 'EMAIL') or URL (if 'Delivery Method' is 'FTP', 'HTTP' or 'SFTP').

Password

User's login password.

Username

User's login username (same as registered email address).

Store changes and exit

Undo any changes and exit.