Engage+ Content Marketing: Group Contact Newsletters

Overview

Group Contact Newsletters are used to send email communications to Individuals associated with your Group Records. You can choose between two recipient types: Primary Contact for Group and Group Individuals. Each recipient type determines which contacts receive the newsletter.

This article explains how these recipient types work, how to manage the Primary Contact designation, and how to use custom fields to target specific Individuals.

IN THIS ARTICLE

Recipient types for Group newsletters

Engage+ Newsletters offer two group-based recipient types:

• Primary Contact for Group
• Group Individuals

These options may appear in the Select Newsletter Recipients pop-up window when you select a newsletter, and in the Recipient Type dropdown in the right-hand summary panel.

Select the recipient type based on the audience you want to reach.

When to use each target recipient

Both recipient types allow you to communicate with key stakeholders tied to your group records. However, the best choice will depend on how your agency uses the Primary Contact designation and which individuals you want to target with your message.

Primary contact for Group recipients

Where to find the current primary contact

You can identify the Individual assigned as the Primary Contact in the following locations:

• Right-hand summary
  • Displays the Group’s Primary Contact on the record
    
• Group Individuals tab
  • Displays the current Primary Contact at the top of the tab
    

How to change the current primary contact

Go to the Individuals tab within the Group Record.

Review the list of Individuals associated with the Group Record.

The green checkmark indicates the current Primary Contact.

Select the checkbox next to the Individual you want to assign.

When prompted, select OK to confirm.

The selected Individual is now designated as the Primary Contact for the Group Record.

Group Individual recipients

Group Individual recipients are used when you want to send newsletters to Individuals associated with your Group Records beyond just the Primary Contact.

This recipient type is commonly used to reach specific contacts involved in managing group benefits, such as HR representatives or Benefits Coordinators.

How your agency designates the Primary Contact may affect when this option is most appropriate.

For example, if the Primary Contact is set as the contract signer (such as a CEO or CFO), that Individual may not be the intended audience for newsletter content.

In those cases, Group Individual recipients allow you to target other relevant contacts who are more directly involved in day-to-day benefits management.

How to set up a key contact for Group Individual Newsletters

Go to My Agency Settings.

Find and open the Custom Fields setting.

Note: You must have an Administrator role to add a custom field.

On the Custom Fields page, select “Individual” from the dropdown menu.

Select the Create New button in the upper right corner.

Enter the field name and select the field type from the dropdown menu.

Note: For the best experience, we recommend selecting 'Dropdown' as the field type.

Select the Add Option button to define the contact categories you want to use to filter records, and save once all field options have been added.

Once the new field is created, assign the appropriate role to each Individual record you want to include as a key contact for Group Individual Newsletters.

Custom fields can be found at the bottom of the Individual Detail page.

After assigning the roles, use the new custom field to filter your Group Individuals within the Servicing Email Marketing feature.

Note: Select the Show Custom Fields button to expand the filters to include any custom fields you have made.