Creating Groups in Echo

Groups allow you to send to a number of people quickly and easily, just like distribution lists in your email software.

Create a group

Creating groups is very simple.

Select Groups from the Contacts and Groups sub menu.

On the right of the page you have an inline form to create a group:

Select a unique and helpful name for your group that will be meaningful to others in your organisation, as well as not conflicting with other groups in your organisation. Simply enter the name you have chosen and then select Create.

This will then show you the detail view of the group:

Actions on the right of the screen are things you can do to the group

Actions on the left are things you can do to the contacts within the group.

When you remove a contact from the group it doesn’t delete the contact.

The first thing you will want to do is add contacts to the group.

  • Select the Add contacts button and you’ll be presented with a list of your contacts;
  • Select the ones you wish to have in the group;
  • Press Add to group.

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