Select client groups for a newsletter
Expand one or more CRM customer groups into their eligible active contacts.
Exact navigationAdmin Area → Letter Manager → Email Marketing / Newsletter → Clients / Contacts → Group
Before you begin
- 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 this guide covers
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.
Exact step-by-step process
- Choose Clients / Contacts.
- Choose Group.
- Select one or more Client Group entries.
- Review the resulting recipient count.
- Remove any group that should not receive the campaign.
Fields, choices and supported possibilities
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
EvidenceConfirm the stored record, status, output, email, event or log produced by the code path.
Code-backed validations and workflow rules
- Membership is read from customer_groups and customers_groups.
- Clients without a group are presented under Ungrouped Clients when eligible contacts exist.
Expected result and verification
- 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.