GENERAL: How to Create a Custom Group AMP Feature


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.

The Custom Groups list page with the blue New Custom Group button circled in the top right
Manage-Custom Groups
 
2.  Make a name for your new custom group. Press Submit at the bottom of the page.

The New Custom Group form with a group name typed into the Custom Group Name field
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

The Add Members popup with a member search result selected, ready to add to the new group
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.
 
The new custom group's page listing its members, with the black Add Members button at the top for adding more later
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.

The Members list filtered by the new custom group's name, with a validation message prompting more search characters
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.
 
Questions?: Contact FinalForms AMP Support at: support@finalforms-amp.com