thread Add to/correct a smart group for email marketing in Customer Engagement

Add to/correct a smart group for email marketing

ArtWorks1 — Sun, 21 Sep 2025 09:48:07 GMT

I am trying to add/edit to a smart group and cannot figure out how! I exported, added to, and then imported the CSV file, but the edited group content doesn't appear.

I have looked at instructions and cannot find the "buttons" it says to use. Is it because I am on Firefox browser?

Re: Add to/correct a smart group for email marketing

Headpinz — Mon, 30 Dec 2024 06:01:42 GMT

First select the group in your customer directory then click edit filters. Is that what you're looking for?

Re: Add to/correct a smart group for email marketing

ArtWorks1 — Fri, 03 Jan 2025 20:44:43 GMT

Thanks HeadPinz, but not exactly. I am creating groups from scratch for our first yearly membership drive via email. I am starting with an excel spreadsheet template and importing. I have 3 or 4 distinct groups that may have some slight overlap. It seems though, that once I have imported, I can't correct anything or ad to a group without starting all over with a new group. I must be missing something... Filters don't recall an entire group unless I tag them somehow?