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.