You can sort your contacts in different categories and select recipients to your messages either by event and/or by categories.
Create the Categories
To divide your contacts into categories, you first need to create the Categories:
Go to your Workspace page
Click on `Settings`
Click on `Categories`
Click on `Add category`
Enter the name you want the category to have. You can create as many categories as you like.
Import and sort your contacts in categories
The next step is to import and sort your contacts into the different categories you’ve created:
Click on `Contacts`
Click on `Import`. Here you also have the option to create categories.
Select the categories you want to import contacts to by clicking on them, making the text blue.
Click on `Done`
Import your contacts and make sure they are arranged as follows — one contact per line. Every line should consist of either an email or first name, last name and email separated by a comma.
Click on the orange `Preview` button on the top of the site when you’ve added your contacts, to check if everything is filled in correctly.
Click the orange `Import` button
Import an event to your Workspace page
To use your contact lists connected to your Workspace in an event, the event needs to be imported to your Workspace. The main effects of importing an event to your Workspace will be:
All users who have access to the Workspace will get access to the events you import.
All attendees of the events will become contacts in your Workspace.
If your event is not already connected to your Workspace page, import it there by following these steps:
Go to your Workspace
Click on `Import event`
Click on the event that you want to import
Click on `Preview`
Click on `Save`
Attach Categories to an event
Attach Categories to an event by following these steps:
Select the event
Click on `Settings`
Click on `Setup`
Under Categories, click on `Select`
Choose the categories you wish to attach to the event
Message recipients by event and/or by categories
To message specific recipients by event and/or by categories, follow these steps:
Go to your Workspace page
Click on `Emails`
Click on `Compose`
Compose you message under the Content tab
Go to the Recipients tab
Select recipients by events, by checking the box by the event name
Select recipients by categories by clicking on the category name in the list
Send message under the Send tab. When you send the email, it will go out to the contacts in selected events and/or categories.