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Creating and managing groups of recipients

Take full control over your list of eligible recipients to prevent misuse, and ensure consistent reporting.

Updated over 8 months ago

What are groups?

Groups are subsets of your overall recipient list and can be applied in several areas throughout your account.

  • Checkout: Select from groups of saved recipients at checkout to make sending in bulk quick and easy.

  • Campaigns: Assign specific recipient groups to a campaign to ensure eligibility.

  • Teams: Share groups with your invited users so they can access only the lists they need.

How to create & manage groups

Creating groups:

  • Add a new group manually by clicking Create a group on the Groups page in your account.

  • You can create a new group while importing recipients by selecting Create a Group in the Add to Group dropdown menu. For more details, please refer to this article on Importing Recipients.

  • Recipients can be individually added to a group by clicking their name and editing their group membership from the left-side panel.

  • To add recipients to a group in bulk, select the check box next to each recipient's name on the Recipients page before clicking the add to group button at the top of the page.

Tip: To update your recipients in bulk, use the recipient import to create and organize groups without duplicating existing recipients.

Managing existing recipients in a group

Understanding recipient status

  • Active recipients: Recipients who are eligible to receive gifts.

  • Inactive recipients: Recipients who are not eligible to receive gifts.

Deleting Recipients

  • Deleting an active recipient can only be done individually by using the options button to the right of the recipient's name.

  • To delete recipients in bulk, you must first deactivate the recipients you'd like to delete.

Note: Deactivating or deleting recipients will cause pending orders for those recipients to be canceled.

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