How do I add an email group?

Answer: Adding an email group in the Remora Administrative Portal is a cinch. After you select the subtab of Email Groups from the Forms drop-down menu (pictured below), go ahead and click on the blue circle with a plus sign icon located at the bottom of the "Form Email Groups" page. (It looks like the image we've provided below.)

Once you do this, you'll be taken to the "Add Form Email Group" page. Here you can create and configure unique email groups that help sort and categorize incoming leads to your dealership. As far as actually creating a specific group goes, we'll need to set up a few different inputs that are currently shown on your screen:

Group Name – Here's where you'll set up a name for your newly created email group. We suggest naming it something that indicates whether it's using email addresses from a customer relationship management (CRM) platform or an email inbox. Some prime examples of this process in action include: "ADF Email Group," "CRM Email Group," or "HTML Email Group."

Email Subject – Have a certain way you want the subject line for notification emails to appear when a potential customer fills out a form and your email group is triggered? Then the "Email Subject" subsection has you covered. Don't forget you can also incorporate variables into this process to ensure uniformity and flexibility across a wide array of email groups and incoming messages.

Variables – Also known as replacement codes, variables are codes you can use to reference a specific object or to insert a unique value. For example, %FORM_NAME% will add the name of the completed form into the email subject, while %DEALERSHIP_NAME% will do the same for your dealership name.

To give you a visual of how variables work, here's what a properly filled out email subject line will look like on the "Add Form Email Group" page:

And, here's what the email subject line will look like in your inbox or CRM once a lead has been captured by the corresponding form:

Finally, the "Group Email List" subsection is where you add the email addresses you would like your form submissions to be delivered. To add an email address, simply type it into the "Email" field at the bottom and click the green circle with a plus sign to the right (previewed below). Once your email addresses are added, you can also delete them from the "Group Email List" by clicking the red trash can icon (illustrated below) to the right.

Once you've completed these few quick steps, go ahead and click the green ADD GROUP button (depicted below) at the bottom and you're all set!