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Group Action Buttons

This table describes the Group action buttons.

Button	Description
Start Mail Merge	This merges a standard template with the address and contact details of the recipients in the group.
New Task	Creates a task against each recipient on the group.
New E-mail	Sends an e-mail to each recipient on the group.
Export To File	Exports the group as a text or a CSV file. Exported groups can be viewed from My CRM \| Shared Documents.
New E-marketing E-mail	Lets you set up an E-marketing E-mail Wave Activity to send an E-marketing E-mail to each recipient on the group. You must choose a Campaign and Wave for E-marketing E-mail Wave Activity first. You must also have E-Marketing enabled. Please refer to Setting up an E-marketing Campaign and Creating an E-marketing E-mail for more information.
Mass Update	Displayed to System Administrators only, and the Administration \| System Behavior setting Allow Mass Update And Update Territory must be set to Yes. Please refer to Performing a Mass Update on a Group for more information. Allows simultaneous updates to all records in the group.
Update Territory	Displayed to System Administrators only, and the Administration \| System Behavior setting Allow Mass Update And Update Territory must be set to Yes. Please refer to Updating Group Territories for more information. Allows an administrator to update territories for a group.
Include All	Available for static groups only. Toggles all members of the group to be included.
Exclude All	Available for static groups only. Toggles all members of the group to be excluded.
Refresh	Refreshes the group to include all people, companies, or leads who have been added since the creation of the group and who meet the search criteria.
Exclude Previous Recipients	Available for static groups only. If the group has already been used for an action, this button excludes the people, companies, or leads who were the targets of that action.
SQL	Displayed to System Administrators only. Displays a new window containing the current SQL used to generate the group. If you have SQL experience, this statement can be customized.

When you select one of these actions, for example, New E-mail, you will notice a new panel called Parent Category Selection. To begin with, this will just contain one entry, for example e-mails, which corresponds to the type of action you selected to perform on the group.

When you select the Parent Category, and execute the action you are performing, a new category is automatically created in Key Attribute Data underneath—or as a "child" category of—eMails. This "child" record stores a link to every recipient for this particular action. This means that this piece of key attribute data can itself be used as a selection criteria for a follow-up action to this e-mail. Please see Key Attribute Data Generated by Groups .for more information.

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