User Groups

User groups are groups of Adestra users assembled under one name. When creating a campaign, we recommend sending test emails before launching, to make sure it works as you expect, and user groups can be used to send multiple test emails at once.

You can create and manage user groups from the 'Groups' tab of the 'Admin' pages. The groups list page displays any existing groups in the account.

On this page:

Create New User Group
Group Overview
FAQ

Create New User Group

You are able to create a new user group using the 'Create Group' link. This will open the user group details form.

The form requires basic details for the group, including the user group name and the owner of the group. You also have the option to add a description for the group if you wish.

Click 'Save' to create the group, and it will now appear on the group list page.

You can manage an individual group by clicking on the relevant group name, and you will be taken to the group overview page.

Group Overview

The group overview displays details of the group and lists its current members.

You can change the group details, including the group name, description and group owner, using the 'Edit' link in the top right corner of the section, or using 'Edit Group Settings'.

Delete User Group

You are able to delete the group using the 'Delete Group' link. When you delete a group you will not be deleting the users that are in the group from the system, you will only be deleting the group.

Add Members to a Group

To add members to a group, select the 'Add User to Group' button, which is displayed below the group members table. This will bring up a list of users for you to select from.

Adestra will automatically filter the list of users to display only the active users, but you can see all the available users by clicking 'Show all'.

You are able to add as many users as you like from the list to the group, and once you have added a user, they will be listed in the group overview.

Remove Members from a Group

You can remove individual users from a group by selecting the relevant user and clicking 'Remove Selected'. If you delete a group member by accident they can be re-added to the group using the 'Add User to Group' button.