You can create a client group and then add clients to the group, or you can select a group of clients first and then create the group. After a client group has been created, you can manually or automatically add and remove clients from the group.
You can also send notifications to a client group, create automated marketing campaigns aimed at a client group, and filter reports, the client list, and conversations in Message Center to only display clients within a specific client group.
You can also view a complete list of your client groups from the Client Groups page.
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To view the Client Groups page:
- Click the App Drawer button .
- In the App Drawer, click Setup.
- On the Setup menu, click Clients.
- On the Clients menu, click Client Groups.
Headings on the Client Groups page:
|Client Group||The name of the client group.|
|Client Count||The number of clients in a client group. You can click this number to view a complete list of every client in a client group.|
|Auto-Update||If a client group has been set up with a query, when you set this option to ON, the client group will automatically update at 6:00 a.m EST every day.|
|Action||Click the Action button in this column to open the menu. From the menu:|