How do I edit an email group?

Posted at Mon, Nov 20, 2023 2:45 PM

Answer: Editing an email group starts with making a quick visit to the "Form Email Groups" page. If you're not quite sure how to get to this page, give the "Forms" drop-down menu in the main navigation on the left side of the Remora Administrative Portal dashboard a click, then select "Email Groups" from this expanded set of options (pictured below).

EmailGroups.PNG

Once you're here, feel free to select the green pencil icon (shown below) located to the right of the email group you'd like to edit or adjust.

From here, you'll find yourself on the "Edit Form Email Group" page where you can modify the email group name, email subject, and any corresponding email addresses that tether this email group to your chosen inbox or customer relationship management (CRM) platform.

Need some extra insight into how to change the different inputs on the "Edit Form Email Group" page or how to set up an email group in general? Then be sure to check out handy entry on adding email groups.