About Contact Groups
- To use or export: Accounts & Contacts > View
- To create, edit or remove: Accounts & Contacts > Edit
Momentus Elite allows you to create pre-defined groups of contacts so that you can repeatedly and easily email proposals, contracts, event summaries, avails, and other documents to the same group of people. You can also export contact groups to be used in external email marketing services.
- Documents sent from VenueOps cannot have more than 50 recipients. If you are going to use a contact group to send documents from VenueOps, the group cannot have more than 50 contacts. If you check Send a Copy To Me when you send the email, the group cannot have more than 49 contacts.
- You can export a contact group of any size.
Create Contact GroupsContact groups are added on the Contacts page in the Groups tab. Click the plus to add a group, or click a group to edit it. Step-by-step instructions are linked below. For more information, please see:
Using Contact GroupsOnce you've created contact groups, you'll be able to send documents to them directly from within Elite. Proposals, contracts, event summaries, avails, and other documents can be sent to contact groups.
Once you've selected a group, you can view a list to confirm your recipients.
You can also export contact groups to import them into external email marketing services, such as Mailchimp.