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How to Add, Edit, or Delete Group Recipients
How to add a recipient to a group
1. Log in to your account and select Recipients from the top navigation menu. Click the drop-down arrow to select Recipient Groups.
2. Click the Add Recipient button.
3. Add the contact information you have for the new recipient. As you do, some fields will prepopulate while others will show you a preview.
4. Select the Recipient Group to which you want to add the new recipient.
5. Click the Add Recipient button.
6. You will be brought back to the Recipient Groups page where you will see a confirmation message that your new recipient has been added.
How to edit and delete recipients in a group
Option 1
If you do not know to which group your recipient belongs.
1. Log in to your account and select Recipients from the top navigation menu. Click the drop-down arrow to select Recipient Groups.
2. Click the View All Recipients button located in the bottom-right corner.
3. Find the recipient you want to edit. Click the three dots on the right side. This will open more options. Select the option you wish to use and follow the instructions.
- Edit recipient: Change the necessary information and click Save Recipient.
- Change Group: Select a new group and click Save. Note that moving a recipient to a group with a different product will change the product the recipient receives.
- Delete Recipient: Confirm the name of the recipient you want to remove is correct and click Delete Recipient. Note this action cannot be undone and if the deleted recipient is receiving a magazine product, then deleting them will remove address exclusivity.
Option 2
If you do know the group to which your recipient belongs.
1. Log in to your account and select Recipients from the top navigation menu. Click the drop-down arrow to select Recipient Groups.
2. Scroll down the page to find the group that includes the recipient you want to edit or delete. To the right of the group name, click the View Group button.
3. Find the recipient you want to edit. Click the three dots on the right side. This will open more options. Select the option you wish to use and follow the instructions.
- Edit recipient: Change the necessary information and click Save Recipient.
- Change Group: Select a new group and click Save. Note that moving a recipient to a group with a different product will change the product the recipient receives.
- Delete Recipient: Confirm the name of the recipient you want to remove is correct and click Delete Recipient. Note this action cannot be undone and if the deleted recipient is receiving a magazine product, then deleting them will remove address exclusivity.