Learn how to add a group, so you can start adding recipients for your feedback campaigns
If you want to start sending feedback requests, you need three elements: a smart group, a form and a campaign. This article explains how you create a smart group. Requesting feedback becomes very easy with these groups. Check out our product tour "How to add a smart group" or read about how to do it in this article:
Step 1: Create smart group
Go to your Ratecard dashboard and choose Address book > Smart groups.
Choose [+Add group] if you want to create a new group.
Give a suitable name to your new group (e.g. Candidates, Clients, Employees, Suppliers). You are probably going to create more groups after this one, so make sure the name is detailed enough to be able to find it when connecting it to a campaign.
Click Save to create your first smart group! Now, you can add contacts to your group. This can be done manually or by importing more contacts at the same time. You can also add contacts from your mobile device, calendar or email app.
Step 2: Edit smart group
You can edit your group in the overview of all smart groups, by clicking on one of these symbols:
The first symbol (+) means adding people manually to your smart group. The second symbol (person) means importing a group. The third symbol (plane) means creating a campaign for your smart group and by clicking on the fourth symbol (pencil) you can edit the name of the smart group.
Step 3: Delete smart group
If you don't need a group anymore, you can delete it by clicking on this symbol:
Need more help? You can always follow our product tour "How to add a smart group", and we'll help you interactively with adding your group including smart fields.