Add and Remove Members

This job was previously called Transfer Member (U).

This job performs two actions: it removes a member from a source group and adds a member to a target group. The actions are preformed simultaneously.

The contacts for both actions are selected from the system-wide database with a mandatory selection.

• Add: All contacts in the selection are added to the target group. This includes addresses who are not in the source group.

• Remove: All contacts in the selection who are members of the source group are removed from the source group.

It is possible to restrict the contacts added to the target group to only those contacts who are currently members of the source group. To do so, it is necessary to add an additional group-based condition to the selection. Otherwise, the system will add all contacts in the system who match the selection criteria, even if they are not members of the source group.

If the owner is also a member of the source group and is included in the selection, he is removed from the source group and added to the target group. Members who are pending in the source group are added to the target group with the same status. Members who are on the source group blacklist are still added to the target group.

Recipients who are already a member of the target group, who are on the target group blacklist or who have the status pending in the target group are skipped. The system does not report an error in these cases. These recipients do not receive any notification message

Use Case​

This job is used to transfer selected contacts from one group to another. This can be used, for example, to sort contacts into multiple groups for sendout. This job ensures that, when the job is finished, no address is in both groups.

Basic Settings​

Define Job​

This area defines the specific parameters of the job.

• Source Group: This drop-down list defines the group from which contacts are removed. Use the  symbol to search for a specific group.

• Target Group: This drop-down list defines the group to which contacts are added. Use the  symbol to search for a specific group.

• Add Contact: Defines whether the addresses in the file are added or invited. When you add contacts, you can decide whether to send them an additional confirmation email.

  • With Notification:
    The imported contacts are sent a confirmation or welcome message immediately after import. The default system message for this purpose is ​SysMsgWelcomeToGroup​.

  • Without Notification:
    The imported contacts are not sent any confirmation or welcome message.

  • Invited:
    The imported contacts are sent an invitation immediately after import. Contacts must accept the invitation by clicking on a link in the email. The default system message for this purpose is​ SysMsgInviteToGroup​. Recipients who do not reply within 14 days are automatically deleted from the group. Recipients who have not yet accepted membership to the group are given ​Pending​ status. Pending recipients do not receive messages in the group. This conforms to Double Opt-in standards.

Define Selection​

Selection: This drop-down list defines a selection. A selection filters contacts according to defined conditions. Use the  symbol to search all selections in the system.
A selection is mandatory for this job. All contacts in the selection are added to the target group. This includes contacts who are not in the source group.

Schedule