Groups can be formed by combining multiple phone numbers or subscribers to set up a unified report for them. #

Why Do I Need Groups? #

It’s common for individual subscribers to be logically related, such as a client of an agency operating multiple locations. In such cases, a report at the subscriber level won’t capture all the client data, and a partner-level report would include data from other agency clients. For this reason, subscribers can be grouped together.

Similarly, phone numbers can also be grouped, for instance, when evaluating individual campaigns with multiple numbers.

How Do I Create a Group? #

Groups are set up in the active tab under “Configuration” -> “Groups”. Clicking on the “+” sign creates a new group. Choose whether to group subscribers or phone numbers. Note: Subscribers and phone numbers can’t be combined into one group.

It’s also recommended to provide a description for the group, detailing its purpose. This description will appear in both the email subject and within the report itself when viewing generated reports.

Once a group is created, you can add or remove subscribers/phone numbers in the overview. Under the “Reports” tab, you can create and manage reports just as you would for subscribers, phone numbers, or partner-level reports. Furthermore, you can manually trigger the reports from here.

In the “Sent Reports” tab, you can re-download reports that were sent in the past.