Organize Recipients & Campaigns with Groups

The best thing about infusing local eGift cards into outreach campaigns is that it adds a personal touch to even the most high-volume, repeatable prospecting messages. Our Recipient’s Choice feature allows your recipients to select the eGift that resonates most with their interests. And now, you can further optimize your sending using our Groups feature.

With Groups, you can create clusters of recipients with just a few clicks. And as you create campaigns, you can add entire groups, or a selection from groups you’ve created. Much like Campaign Templates, the Groups feature helps you build and send campaigns faster and more efficiently—without compromising on personalization.

Here’s how it works

When you log into your Bold Xchange account, tap on the Recipients dropdown. From here, you can create groups in one of two ways.

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If you’d like to create a new group with new recipients or create multiple new groups in a row without adding recipients, select Groups. This will pull up a modal where you can add a Group name and optional tag. You can then add recipients that aren’t already in your Recipients list manually or via CSV upload. Or you can simple save and create another group. To add recipients already uploaded to your account, select All profiles and follow the instructions below.

If you want to create a group from recipients already added to your account, select All profiles, which will take you to the familiar Recipients page. Here, you can search or select as many recipients from your list as you’d like. Then tap Bulk actions, and select either Create new group or Add to existing group.

When to use Groups

As with all our features, we created Groups to help you optimize the campaign building process, helping you build and send campaigns faster and see results faster, too.

A great use case for Groups is when you’re sending the same outreach message to a group of people. Perhaps you’re in the prospecting phase and you’ve just found 50 new people to send an initial message. Rather than try to find them all each time you want to send a new campaign, you can group them. Maybe they’d be called Early July Prospects. Or St. Louis Agents. Or some other name that will help you identify them easily and track progress of campaigns over time within the same group.

Another way you can use Groups is to separate out different personas in your network. We already have Tags, which allow you to indicate a recipient’s place in the pipeline (customer, cold lead, etc.). But maybe you want to group your customers into Pizza Lovers vs. Coffee Lovers vs. Ice Cream addicts. That way, you can create campaigns with eGift card offers that track along those lines. They’ll still be able to select the final gift for themselves, but you can make your initial offer more contextual to what you know they enjoy, automatically boosting personalization.

Love this feature? Check out our Google Calendar and Outlook integrations for adding meeting scheduler functionality to the recipient redemption process.

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