Email Groups help you organize and manage which suppliers receive specific email communications. Instead of selecting recipients one by one, you can group suppliers based on shared characteristics and send messages to them collectively.
Establish the Recipients
Establish who you want to send this to by selecting the appropriate recipients for this step in the process.
STEP 2: Create an Email Group (The Recipients)
An Email Group defines who will receive the email.
Step 1: Hover over the Configuration > Email Groups.
Step 2: Click 'New'.
Step 3: Enter a name for the group.
Step 4: Add recipients:
- Select internal users
- Add external email addresses (such as suppliers)
Important: Any email address added under "Additional Recipients" will automatically receive a copy of every email sent using this Email Group.
Step 5: Click Save.
Summary
Once recipients are defined, the system knows exactly who should receive each communication at the right step in the process.
Next, explore the Email Profiles article.