Groups & Leads for Email

Groups connects your CRM contacts with your email audience. Choose a group you already use in Lead Fusion, or use Leads without a group. Mango9 reads the Email field saved on those contacts and imports usable addresses into the email list you choose.

1. Find the group using Search groups or leads. Refresh reloads the available CRM groups.
2. Compare Contacts with With email. The second count shows how many contacts have an email value to work with.
3. Choose the destination in Email list, or leave Create new list selected.
4. Select Import and wait for the row to finish. Review the added, already in list and skipped counts.
5. Open Lists or Subscribers to check the resulting audience before using it in a campaign.

Use Reimport when new contacts have been added to the CRM group. The importer deduplicates email addresses and respects opt-outs and unsubscribes. Missing or invalid addresses are skipped, so correcting the contact’s Email field is the useful next step when someone is missing.

For example, keep a CRM group for people interested in a specific service. Import that group into its email list, then send a relevant guide or consultation invitation. Your team can continue responses through the contact record, calls, SMS and appointments.

• Organize contacts and groups →
• Review email subscribers →
• Create the campaign →