Email Groups
Overview
Email Groups allow you to organize your contacts into segments so that newsletters are sent to the appropriate recipients.
Segmentation helps ensure that your communications remain relevant and targeted. For example, you may want to send different messages to:
Customers
Vendors
Ocean freight customers
Air freight customers
Import clients
Export clients
Prospects from marketing campaigns
Instead of sending emails manually to each contact, Email Groups allow you to send newsletters to entire groups of contacts with one action.
How It Works
Email Groups act as recipient lists for newsletters.
Contacts are added to an Email Group.
When creating a Newsletter, you select the Email Group(s) as recipients.
The system sends the email to all contacts within those groups.
A single contact can belong to multiple email groups, allowing flexible segmentation.
Example:
Contact | Email Groups |
|---|---|
ABC Logistics | Customers, Ocean Freight |
XYZ Trading | Customers, Air Freight |
Global Shipping | Vendors |
This allows you to target newsletters more precisely.
Creating an Email Group
Step-by-Step
In Desk Mode, search for Email Group List
Click New Email Group
Fill in the required details:
Email Group Name
The name used to identify the group.
Examples:
Customers
Air Freight Customers
Ocean Freight Customers
Marketing Leads
Vendors
Description
(Optional) A short explanation of the group.
Example:
Customers that regularly ship ocean freight shipments.
Save the Email Group.
Email Group list page
How to Access Email Group Page
Email Group List Page
Creating a new Email Group form
New Email Group Form
New Email Group Form - Edit Full Form
Adding Contacts to Email Groups
Contacts can be added to Email Groups in multiple ways.
Method 1 — From the Contact Record
Open the Contact
Locate the Email Groups section
Select the Email Group(s) to add the contact to
Save the contact
Contact page showing Email Groups field
Method 2 — From the Email Group
Open the Email Group
Click Add Subscriber
Select the contact email
Save
Email Group subscriber list
How to Add Email Group Member
New Email Group Member Form
How to Access Email Group Member
Email Group Member List
Best Practices & Notes
Use Clear Segmentation
Organize contacts in ways that reflect your business activities.
Example segmentation for freight forwarders:
Import Customers
Export Customers
Ocean Freight Customers
Air Freight Customers
Vendors
Marketing Leads
This ensures newsletters are relevant to the recipients.
Avoid Sending Irrelevant Emails
Sending newsletters to the wrong group may result in:
Higher unsubscribe rates
Lower engagement
Emails being flagged as spam
Always double-check the selected Email Group before sending a newsletter.
Maintain Updated Email Groups
Regularly review your Email Groups to ensure:
Contacts are still relevant
Duplicate contacts are removed
Inactive contacts are cleaned up
Documentation owner: Fr8Labs Customer Success. Text reviewed: 21 September 2026.