Purpose: To allow FinalForms AMP Admins the ability to create a custom group.
How to:
1. Manage-Custom Group. Click on the blue New Custom Group button.
Manage-Custom Groups
2. Make a name for your new custom group. Press Submit at the bottom of the page.
Creating Group
3. Add members to your group by typing in their name or email address. Once you've added your members, click the blue Add Members button
Adding Members
4. Once you have your members in your group, you're done! You can now email this group of people, or if you ever need to add more members you can do that with the black Add Members button at the top.
Add Any Member
5. You can sort for this custom group under Manage-Members and send them emails by clicking on the black Email button.
Manage-Members
Conclusion: This training tip allows FinalForms AMP Admins a convenient way to create a custom group. This is extremely helpful if you want to reach out to a certain group of people only. For example, Board members.