Creating Groups

Groups help you organize signatures for easier management. Create groups based on departments, teams, locations, or any organizational structure that fits your needs.

What Are Groups?

Groups are collections of signatures that share common characteristics:

• Department-based: Marketing, Sales, Engineering, Support
• Location-based: London Office, New York Office, Remote
• Role-based: Executives, Managers, Individual Contributors
• Project-based: Product Launch Team, Event Committee

Why Use Groups?

Targeted Campaigns

Assign promotional campaigns to specific groups:

• Sales team gets product promotions
• Support team gets help resources
• Executives get company announcements

Bulk Operations

Make changes to many signatures at once:

• Update all signatures in a department
• Assign a new template to a team
• Toggle campaigns for a group

Organization

Keep your signature management tidy:

• Easy filtering and searching
• Clear organizational structure
• Simplified reporting

Creating a Group

Step 1: Navigate to Groups

1. Click Groups in the sidebar
2. Click the Add Group button

Step 2: Enter Group Details

Fill in the group information:

• Name: Clear, descriptive name (e.g., "Marketing Team")
• Description: Optional notes about the group purpose
• Color: Optional color tag for visual identification

Step 3: Add Members

Add signatures to the group:

Manual Selection

1. Click Add Signatures
2. Browse or search for signatures
3. Select the ones to include
4. Click Add Selected

Bulk Selection

1. Click Select Multiple
2. Use filters to narrow down (by template, status)
3. Select all matching signatures
4. Add to group

Step 4: Save the Group

Click Create Group to save. The group appears in your Groups list.

Managing Groups

Viewing Groups

The Groups page displays:

• All groups in your organization
• Member count for each group
• Active campaigns assigned to each group

Editing a Group

1. Click on a group to open it
2. Modify name, description, or color
3. Add or remove members
4. Click Save Changes

Deleting a Group

1. Open the group
2. Click the delete option
3. Confirm deletion

Group Best Practices

Mirror Your Organization

Create groups that reflect your actual organizational structure:

• Match department names
• Use consistent naming conventions
• Keep hierarchy flat (avoid deep nesting)

Keep Groups Focused

Each group should serve a clear purpose:

• Good: "EMEA Sales Team" - specific and clear
• Avoid: "Miscellaneous" - too vague to be useful

Regular Maintenance

Review groups periodically:

• Remove signatures for departed employees
• Update group membership when people change roles
• Archive or delete unused groups

Use Descriptive Names

Make group names self-explanatory:

| Instead of | Use | |------------|-----| | "Group 1" | "Customer Support APAC" | | "Marketing" | "Marketing - Content Team" | | "NYC" | "New York Office" |

Common Use Cases

By Department

Marketing
Sales
Engineering
Customer Support
Human Resources
Finance
Operations

By Office Location

Headquarters - London
North America - New York
North America - San Francisco
EMEA - Berlin
APAC - Singapore
Remote Team

By Seniority

Executive Team
Directors
Managers
Team Leads
Individual Contributors

By Function

Client-Facing Roles
Internal-Only Roles
Partner Team
Contractors

Group-Based Workflows

Assigning Templates

Different groups can use different templates:

1. Create templates suited to each group
2. When creating signatures, assign the appropriate template
3. Groups help you remember which template to use

Targeting Campaigns

Run group-specific campaigns:

1. Create a campaign
2. In assignment, select specific groups
3. Only signatures in those groups show the banner

Bulk Updates

When you need to change many signatures:

1. Filter signatures by group
2. Select all in the group
3. Apply changes (template, status, campaign)

Troubleshooting

Signature Not in Expected Group

1. Open the signature
2. Check group assignment
3. Add to the correct group manually

Group Shows Wrong Count

1. Refresh the page
2. Check if signatures were recently added/removed
3. View group details to see actual members

Can't Delete Group

1. Check if you have admin permissions
2. Remove all signatures from the group first (optional)
3. Try again

Next Steps

• Manage group members
• Create group-targeted campaigns
• View group performance in analytics