STATXE Docs
← Help

Build your audience

Organize groups

You will have a group you can send to.

  1. Open Groups

    Go to Groups. A group is a named list you can pick as a campaign audience. Filter All, Static, or Smart to see one kind.

  2. Create a static group

    Use New Group, name it for the send (for example Launch list), and leave the type on Static. Static groups are managed by hand — you add and remove people.

  3. Add contacts to the static group

    From Contacts, select the rows and use Add to group. You can also attach a group while importing. Do not put a purchased list here.

  4. Create a smart group when membership should follow rules

    On New Group, switch the type to Smart. Smart groups auto-update from rules and filters (tag, status, company). You do not tick people in. Contacts join or leave when they match.

Create a static list, or a smart group that updates itself

4

Groups

14

Contacts

New Group
AllStaticSmart
L

Static group · 6 contacts

Launch list

People you added for the first send

StaticOpen
P

Static group · 4 contacts

Product updates

Hand-picked product list

StaticOpen
C

Smart group · 2 contacts

Completed form

Tag is completed-form

SmartOpen
A

Smart group · 2 contacts

Active at STATXE

Company is STATXE and status is Active

SmartOpen

Walkthrough playing.

The Groups library

Groups is the list of audiences you can pick on a campaign. Filter All, Static, or Smart to see one kind.

4

Groups

14

Contacts

New Group
AllStaticSmart

Static groups

A static group is a list you curate. You add people from Contacts with Add to group, or attach the group while importing. You remove them the same way. Membership does not change unless you change it.

Use static for a one-off send — a launch list, a hand-picked product list, the six demo rows from the contacts import. Do not pour a purchased file into it.

Workspace

Create a static group, then add people

Smart groups

A smart group auto-updates from rules and filters. On New Group, switch the type to Smart. You do not tick contacts. People join when they match (tag, status, company) and leave when they stop matching.

Use smart when the same rule should stay current — everyone who finished a form, everyone at STATXE who is still Active. Do not add people to a smart group by hand.

Workspace

Create a smart group — membership follows rules