Email Groups

Email Groups Overview

Email Groups are used to create groups of contacts from your Address Book and used when bulk sending documents. Please select from the following topics for more information.

Jump To Email Groups Topic

   • Creating an Email Group
   • Creating an Email Group via Excel
   • Assigning an Email Group to Contacts in the Address Book
   • Adding a New Contact and Assigning to an Email Group 

Create an Email Group

Add recipients to a contact list by creating an Email Group.

1. Click the 3 bars in the top left of the eSign application.
   
   
2. Find Email Groups on the left-hand side panel under the Settings tab.
   
   
3. Click Email Groups. Click Create New Email Group.
   
   
   
   
4. Enter Email Group Name. (Optional) Enter Email Group Description.
   
   
5. Click Add.

    

Assign recipients to an Email Group manually

Recommended for adding or updating a smaller number of contacts that are already added in the account’s address book. 

1. Navigate to the Settings tab, select Email Groups from the left-hand side menu.
   
   
   
   
   
2. Edit an existing Email Group by clicking on the Edit icon under Actions.
   
   
   
   
3. Under Add More Parties to this Group, enter the Name or Email ID of the contact to add from the account Address Book
   
   
   
   
4. Click Update

Create Email Group via Excel

Uploading contacts in bulk and assigning them an Email Group via Excel is recommended when adding or updating a larger number of contacts. Email Groups can handle both current and new contacts.

• New contacts will be added to the Address Book automatically.
• Contacts in the Excel sheet can be assigned to different Email Groups.
• New Email Groups are automatically created unless the Email Group name already exists.

1. Navigate to the Settings tab, select Email Groups from the left-hand side menu
   
   
   
   
2. Click on the Report icon    to open Upload from Excel.
   
   
3. Click Download the Sample File and open the Excel File Email_group_upload_sample.xlsx. 
   
   
   
   
4. There are 8 columns in the sample file:
   
   Action: Select Add, Remove or Update. Via Action, choose to Add a contact to an email group or to Remove a contact from an email group.
   First Name: Add the first name of the current or new contact.
   Last Name: Add the last name of the current or new contact.
   Email Address: Add the email address of the current or new contact.
   Organization Name: (Optional) Add the organization name of the current or new contact.
   Country Dialing Code: (Optional) Add the country dialing code of the current or new contact.
   Mobile Number: (Optional) Add the mobile number of the current or new contact.
   Email Group: Add the Email Group that will be assigned to the contact. You may assign users to different Email Groups using the same Excel sheet. 
   
   NOTE: Columns may be left blank, the original formatting should not be changed as this may prevent the email groups from being updated.
   
   
   
   
5. After all of the contact details have been added to the sheet, click 'File' from the menu options and then select Save
   
6. In Foxit eSign, click the report icon   , then Upload the Updated file
   
   
7.  Select the Excel spreadsheet with the newly added contacts and email groups and then click Open

Assigning an Email Group to Contacts in the Address Book

1. Navigate to the Settings tab, select Address Book from the left-hand side menu.
   
   
   
   
2. Edit an existing contact by clicking the pencil/edit icon under Actions on the same row as the contact.
   
   
   
   
3. Select Email Groups for Bulk from the dropdown list.
   
   
4. Select one or multiple Email Groups to assign the contact.
   
   
   
   
5. Click Update.

Add new contact and assign to an Email Group

1. Navigate to the Settings tab, select Address Book from the left-hand side menu.
   
   
2. Click the Add New Contact button.
   
   
3. Enter in the contact's first name, last name, and email address.
   
   
   
   
4. (Optional) Enter the country code, mobile number, organization name and description of the contact.
   
   
5. In the dropdown list Select Email Groups for Bulk, and select one or several from previously created Email Groups.
   
   
   
   
6. Click Add New Party.