How to create new campaign
Go to “Users” section in left menu.
Click on + NEW GROUP button.
You will be prompted for name of new user group. Enter the name and click on OK.
User Group will be created and you should see the user group in overview now.
How to edit User Group name
Go to “Users” section in left menu.
Make sure that User Groups view is selected.
Locate the group you want to edit. You can use search.
Click on the edit icon in actions to edit the User Group.
Click on the pencil icon in upper right corner to edit the user group name.
Message prompt for user group name change will pop up. Change the name and press OK to confirm the change.
How to delete User Group
Go to “Users” section in left menu.
Make sure that User Groups view is selected.
Locate the group you want to delete. You can use search.
Click on the delete icon to delete the user group.
Message prompt with request for confirmation will pop up. Press Yes to confirm the deletion.
How to add Users to specific User Group
Go to “Users” section in left menu.
Find the group where you want to add users and click on cog button in actions. This will open the user group details.
Too Add users you can click on yellow upload button in upper right corner or you can scroll down to the List of user and click on “UPLOAD USERS” button.
Message prompt with requirements for file upload will pop up. For more detail refer to Technical Parameters for User Upload.
Click OK and select the CSV file in correct format.
After successful upload you should see all the imported users in List of Users.
How to add Users in bulk to multiple User Groups
Go to “Users” section in left menu.
Click on Users View in upper left corner.
Too Add users you click on “UPLOAD USERS TO ENTITY” yellow button.
Message prompt with requirements for file upload will pop up. Please note that in this type of upload you can also predefine the User Group where the user belongs and also add them to multiple groups. For more detail refer to Technical Parameters for User Upload.
Click OK and select the CSV file in correct format.
After successful upload you should see all the imported users in User View and assigned to all user groups defined in the CSV file.
How to edit Users details
Go to “Users” section in left menu.
Select the Users view.
Locate the user you want to edit.
Click on the edit icon to edit the user details.
Now you can edit the First name, Last name, Email and assigned groups of user.
Please be careful when editing the user as it may affect running campaigns. Thin about the potential consequences the change may have for you campaigns and reporting. The most typical issues will be displayed by message prompt when doing so.
How to delete User
Go to “Users” section in left menu.
Select the Users view.
Locate the user you want to delete. You can use search.
Click on the delete icon to delete the user.
Message prompt with request for confirmation will pop up. Press Yes to confirm the deletion.
How to delete multiple Users
Go to “Users” section in left menu.
Select the Users view.
Locate the users you want to delete. You can use search.
Switch the mass select option by clicking on the mass select switch. This will show checkboxes at each row and you can select multiple rows in the view.
Click on the DELETE USERS button to delete the selected users.
Message prompt with request for confirmation will pop up. Press Yes to confirm the deletion.
How to find Users not assigned to User Group
Go to “Users” section in left menu.
Select the Users view.
Switch the “without group” option by clicking on the without group switch. This will show users that are not assigned to any group.
Click on the DELETE USERS button to delete the selected users.
Message prompt with request for confirmation will pop up. Press Yes to confirm the deletion.
Please note that users not assigned to group are marked with this icon:
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