This job was previously called: Add Member. This job adds contacts to a group. The contacts become members of the group.

  • The contacts are selected from the system-wide database with a mandatory selection. The contacts must therefore already exist in the system.
  • Contacts who are already a member of the target group, who are on the group blacklist or who have the status ​pending​ in the group are skipped. The system does not report an error in these cases.
  • As a contact can be a member of multiple groups, all existing group memberships are retained.

Use Case​

This job moves existing contacts into an existing group. This can have a large number of practical applications. This job does not import new contacts into the system. To import new contacts, use the ​Import Contacts ​job.

Basic Settings

​Name​

This input field defines the name of the automation. The name is used to identify the automation in the system. It appears on the ​Time-based Automations Overview​ window. The maximum length is 100 characters.

​Description​

This input field defines a description of the automation. The description makes it easier to identify the automation in the system.

​Job​

This input field defines the job. For a list of all available jobs, see All Available Time-Based Jobs​.

Define Job​

This area defines the specific parameters of the job.

  • Group Name: This field 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. Only the selected contacts are added to the group. The selection runs system-wide. This means that all users in the system who fulfil the selection criteria are added to the group.

Schedule

​Schedule

This button saves your changes and opens the ​Schedule Time-based Automation​ window. Here you define the date and time of execution. For more information, see Schedule Time-Based Automation (window)​.