3

I am new in the CiviCRM community! As I am accustomed to closed-source CRM platforms, I have issues finding an answer to my need: I would like to import a group of contacts, and then make it automatically a new group so that I could email them.

It is possible and how?

Thanks, Mathilde

3
2

You can import contacts and assign them to a group as you are importing. See https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-into-civicrm/#preparing-to-import-data

When creating the Group check the box for "Mailing List" otherwise it won't be available as a group when you go to CiviMail - New Mailing.

2
  • "so that I could email them" means there is one extra step, when creating the Group set to 'Mailing List' otherwise it won't show in CiviMail
    – petednz - fuzion
    Jul 29 '20 at 19:48
  • 1
    Good point. Will update answer.
    – Demerit
    Jul 29 '20 at 19:52

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.