Creating a New Group in Engage

  • Updated

Do you have baseball fans that you would like to send a special note to on Opening Day?  Or a selection of people you wish to send a postcard of your Just Listed or Just Sold properties?  You can use groups to sort your people!

 Creating a New Group in Moxi Engage

  1. From the Engage Dashboard, select People from the top navigation menu then select My People from the drop-down (see below). 

    People_to_My_People.png

  2. This brings you to the My People screen and the Command Bar. Select Edit Groups
    CreateGroup1.jpg
  3. Select the Create a new group field and enter the name of your client group
    CreateGroup2.gif
  4. Make sure to click the Save button at the bottom of the window when you are finished.
    NOTE: Group names must be at least 3 characters in length.
  5. To Delete a group, click on the Minus icon and choose Delete.
    NOTE: Deleting a group will not delete individuals within that group.
    CreateGroup3.gif

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