Manage Contacts and Create Email Test Group

Navigate to System Administration (cogwheel icon in top right corner)

Select "Contacts" to add any contacts or contact groups.

To add a contact, select the Contacts tab and then click on the ' + ' icon.\ \ The user has the option to add a single contact or add multiple contacts. Select the option that is relevant to the scenario.

When the user wants to add a new contact to the system, they will be presented with a slider panel. This panel will have fields for the user to input the contact's First Name, Last Name, Email address, and Document Key. Additionally, the user can choose to link this contact to any contact groups available in the system.

Select the 'Save' button to add the contact.

To add a contact group, select the Group tab and then click on the ' + ' icon.

When a user selects the option to create a group, the system will provide a slider panel. In this panel, the user can complete two fields in order to add a new group. The first field is for the Contact Group Code, and the second field is for the Contact Group Name. After completing these two fields, the user can search for any Contacts or Groups that have already been created within the client instance in the bottom two fields. Once the desired Contacts or Groups have been found, they can be added to the newly created group.

As the user types the email address or contact group, the system will suggest possible options to choose from.

After all the fields have been completed, the user can select the 'Save' button to add the new Group.