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How to Create a New Group and Add Recipients to it |
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| Articles Home - GroupMail 5 Tutorials - How to Create a New Group and Add Recipients to it |
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| Friday, August 19, 2005, 11:32 |
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Setting up a Group |
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A group is essentially a list of recipients who you want to send messages to. To create a group you need to go to the Groups area.
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Figure 1
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Click on the large Groups icon in the Toolbar or click on the Groups link on the Home page (as above). To create a new Group click on the
Create New Group item on the Action Menu or on the Task Pane on the left hand side of the screen.
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Figure 2
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This will start the 'Create a New Group' wizard. For the purpose of this article we will choose to create a GroupMail Format (default) group. If
you already have all your recipients in a database like SQL Server then you could choose to link to it. To do this you would use the External Database option.
With the GroupMail format option selected click next to proceed.
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Figure 3
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It is possible to create Groups that can be shared with other users. To do this you would click on the Custom item (above) and select where to
store the Group (for instance you might like to save it on a Network Share or File Server where others can access it). If you wish to use a Group that somebody else has
created then you would use the 'Link to an existing group' option. These options are explained in more detail in the User Manual.
For this article we will use the default option: 'Local - group is saved in the default GroupMail store'. Select this and click 'Next'.
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Figure 4
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Now you can setup how the group will be comprised. There is a default list of fields available but you can remove or alter these. Ideally you
should only have the fields you will use listed in order to save space and make the groups as quick as possible to work with. Click 'Next' when you are happy with the fields
that will make up the group.
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Figure 5
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Because you can setup a group anyway you like GroupMail needs to know which field will contain the email address for each record or
recipient in the Group. Select the appropriate field and click 'Next'
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Figure 6
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Enter a unique and descriptive name for the Group now and then click on the 'Create' button. Congratulations! You have successfully created
your first Group. Now it's time to add some recipients to it.
In the Groups area in GroupMail you should select the Group you have just created. You can add recipients one at a time to this by right
clicking on the Group and selecting the Add Recipient to Group menu item.
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Figure 7
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Enter in the desired details for the Recipient and click on the 'OK' button. Repeat this as necessary.
If you have all of your recipients in an existing list you can add them to your groups much faster by using the Import options:
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Figure 8
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Importing is beyond the scope of this article but is well documented in the Help file, User Manual and Articles.
Now you have a Group setup with some Recipients in it.
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