Client groups

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.

In this article:

    To view the Client Groups page:

    1. Click the App Drawer button .
    2. In the App Drawer, click Setup.
    3. On the Setup menu, click Clients.
    4. On the Clients menu, click Client Groups.

    Headings on the Client Groups page:

    HeadingDescription
    Client GroupThe name of the client group.
    Client CountThe 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-UpdateIf 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.
    ActionClick the Action button in this column to open the menu. From the menu:

    • Select Add Client to add a client to the client group.
    • Select Edit Query to update the query used to automatically update the client group.
    • Select Clear Clients to remove every client from this group.
    • Select Update Clients to update the client group based on the query you set up.
    • Select Delete to permanently delete this client group.

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