Creating a New Group in Moxi Engage

Click Here to Download the How-to Guide

Do you have baseball fans that you would like to send a special note to on Opening Day?  Or a selection of people you wish to send a postcard of your Just Listed or Just Sold properties?  You can use groups to sort your people!

 Creating a New Group in Moxi Engage

1. From the Engage Dashboard, select People from the top navigation menu then select My People from the drop-down (see below). 

   

2. This brings you to the My People screen and the Command Bar. Select Edit Groups
   
   
3. Select the Create a new group field and enter the name of your client group
   
4. Make sure to click the Save button at the bottom of the window when you are finished.
   NOTE: Group names must be at least 3 characters in length.
5. To Delete a group, click on the Minus icon and choose Delete.
   NOTE: Deleting a group will not delete individuals within that group.