Main mask of Group IT

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Main mask of Group IT

The main mask of Group IT tool has the following look. Below are described the options available on it.

Name	Description
	Load a search scheme you have already created
	Create a new search scheme. You can search by groups or by companies
	Save the schema which you defined before
	Delete an existing schema
	Preview your search schema
	Perform your search
	Reload a schema
	Open the configuration by clicking here
	Allows you to make a faster search
	The contacts which do not belong to any group will be searched for
	An indicated group can be divided into parts for search

On the left hand are the options “And” and “Or.”.

If you select “And” the Group IT will only search for
contacts whicht appear in all of the groups you
selected.

If you select “Or” Group IT will search for
contacts whicht appear in any of the groups you
select.

On the right hand are the options “Exclude” and
“Include.”

The “Exclude” option is most useful in “Or”
searches, since it allows you to eliminate certain
contacts from a search.
Example: If you are sending information about an
upcoming product sale, you may want to send it to all groups of contacts that have expressed interest in the products on sale. However, you might want to exclude the group of contacts that have recently bought those products.

The “Include” option is most useful with “And”
searches, since it allows you to include contacts that
would otherwise be excluded from a search.
Example: If you want to send an end-of-year thank you message to your very best customers, you would
probably search for groups that purchased A, B and C
products. However, if you also wanted to include
clients who made their first purchases with you that
year, even if they’re not yet among your best
customers, you could just click “Include” and then click
on the group of new customers, and they would be
included in the search and in the subsequent mailing.