Customise Contacts Group for eBlast Set up

Customise Contacts Group for eBlast Set up

Tutorial

In this tutorial, you will learn how to set up Custom Groups for eBlast

Steps

You can follow these steps to set up Custom Groups for eBlast

Step 1 - Navigate to '+EBLAST'

Under your Sub - Org go to  'hyBlast' app > select the 'Sub-Org' > click on '+EBLAST'
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Step 2 - Select Template

Select the required template and click on 'Create eBlast'

Step 3 - Edit Email 

Edit the email as per your requirement and click on 'SAVE' to save the changes. 


Step 4 - Send Test Email

Click on 'Schedule'. Put your email id and send a test email to yourself. Then you can choose the target group(s) for the eblast by ticking the box next to the groups



Step 5 - Set up Custom Groups

Click on the 'New Group' button, then you can customize the groups as per the target audience, add multiple filters and 'SAVE' the Custom Group.
You can check the count of the Custom Group created as well. You can click on the 'Export CSV' option and download the CSV file of the contacts.
The Custom Group name is automatically generated as per the filters applied. 




Note:
For properties with larger contact base, it may take some additional time to load the count of the custom group. In such cases, you will get a pop-up with the option to export the CSV file to your email address. You need to only mention your email address and click on 'Send Email' in order to receive the CSV file in your inbox.



You can choose any advanced filters amongst the following(or all) to create Custom Groups of your preference:
  1. Status (Active , Resident and Dormant)
  2. Desired Bedroom ( 'Studio', '1 Bedroom', '2 Bedrooms' and '3 Bedrooms')
  3. 'Hy.ly Created Date' ( 'Last 30 days', '90 days' and '180 days')
  4. 'Tour Status' ('Toured' and 'Untoured')




Step 6 - Add Groups

You can add as many groups as required by clicking on ''+New Group' and save them for future use


Step 7 - Edit or Delete Existing Group

You can add more custom groups, delete the custom groups by following the same steps or customize the existing groups you already created.



The Custom Groups are successfully created! 

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