Team Groups & Segmented Distribution Lists

What Are Groups?

Groups are email distribution lists that allow multiple people to receive emails sent to a single address. They're perfect for:

Creating a Group

1. Navigate to Groups

   Go to Groups in the sidebar

2. Click "Create Group"

   You'll see the Create Group form

3. Enter Group Details

   Group Name: A descriptive name (e.g., "Store #1024 - Downtown")

   Email Alias: Auto-generated from the name, but you can customize it (e.g., "store1024")

4. Add Members

   Search and select staff members to add to the group

5. Configure Whitelist

   Decide who can send emails to this group (covered below)

6. Save

   The group is now active and ready to use

Understanding Whitelist

The whitelist controls who can send emails to this group. This prevents unauthorized external emails from reaching all group members.