Select client groups for a newsletter
Expand one or more CRM customer groups into their eligible active contacts. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Letter Manager → Email Marketing / Newsletter → Clients / Contacts → Group
Before you start
- Use an authorised account and confirm the source CRM record or setting is correct.
- Follow the exact route shown above; do not force database values to imitate a completed action.
What you’ll accomplish
Expand one or more CRM customer groups into their eligible active contacts. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Select Clients / Contacts.
- Select Group.
- Select one or more Client Group entries.
- Check the resulting recipient count.
- Remove any group that should not receive the campaign.
Fields and options to review
Action scopeExpand one or more CRM customer groups into their eligible active contacts.
Module version1.0.0
NavigationAdmin Area → Letter Manager → Email Marketing / Newsletter → Clients / Contacts → Group
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules the system enforces
- Membership is read from customer_groups and customers_groups.
- Clients without a group are presented under Ungrouped Clients when eligible contacts exist.
How to confirm it worked
- The requested record, output or setting is created or updated through the supported module flow.
- Any related status, count, email, audit/event, PDF/file or queue evidence agrees with the source action.
- An error message is investigated rather than bypassed.
Security, privacy and operational checks
- Apply least privilege and verify the correct customer, lead, sales document or recipient before processing.
- Protect public tokens, recipient data, IP/browser evidence, templates and exported files according to organisational policy.
- Test configuration changes with controlled records before production-wide use.
- Retain or delete evidence only under an authorised retention process.
Continue with related guidance
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