Managing Groups in OctopusCX Office

Start by navigating to Groups by: 

• Selecting Office from the application switcher

• Navigate to Groups on the navigation panel to the left

Open

Open

You should see a page similar to the one below:

To create a group. Click the + button located at the top right of the screen.

Next, give the group a name and click Create.

The group should now be created and listed in the list of groups.

Adding Contact To A Group

To add a contact to a group, click the More Options button and click Add contacts.

Next, search for the contact(s) you wish to add, select the contact(s) and then click add. The contact(s) should then be added to the group.

Sending Messages to the Group

To send messages to the group, click the More Options button and click Message group. To message a group, you want to ensure that the contacts have opted-in to receive this message.

You should see a window appear similar to the one below.

To choose a template, click on Choose and select a template you wish to use.

Otherwise, you can type in the message content manually.

Next, click the confirmation box confirming that your contacts have opted-in to receive the message. Then click Send.

Viewing a groups details

To view the group, click the More Options button and click View group.

A window should appear displaying a list of contacts in the group and the messages Sent/Pending/Failed/Total.

Renaming a group

To rename a group, click the More Options button and click Rename group.

Type in a new name for the group and click Save.

Deleting a group

To delete a group, click the More Options button and Delete group.

Click Confirm to delete the group.