[Group Sharing] lets you use groups with your [User Team] members. You can create campaigns and send messages to shared groups directly within your account.
All users with access to a shared group can view the basic information of the contacts in the group, that is, name, email address, mobile number, and other information the group owner entered. However, it does not include its email history, SMS history, bounce history, and list of other groups it belongs to. Furthermore, no users other than the group owner can export the data.
Users need to be on the same user team to share groups. You can’t share groups with users not on your team. If you leave the team you belonged to, the groups you shared with others, and the groups others shared with you, will no longer work.
A company has “Brand A” and “Brand B”. Customers can choose which brand promotion to receive.
The company has 3 users in SalesCatalysts. They are “Data Administrator”, “Brand A Marketing”, and “Brand B Marketing”. All belong to the same user team.
“Data Administrator” centrally stores and manages customer data and creates groups. Other users have no customer data or groups.
“Data Administrator” uses the groups sharing function to allow “Brand A Marketing” and “Brand B Marketing” to use the appropriate groups. They can create and send campaigns to groups owned by “Data Administrator” in their account.
After sending, unsubscribe records are only stored separately in the sender account, not the group owner account. Therefore, if a customer unsubscribes from “Brand A Marketing”, it will not affect “Brand B Marketing”, and vice versa.
Unlike [User Connection], group sharing allows you to create campaigns directly within your account and send them to groups owned by other users. Whereas user connection lets you access another user account, create campaigns there, and send them to groups owned by that user. The specific permissions depend on the [User Role].
In addition, if you have permission to [Edit] groups when using user connection, you can also change the settings related to group sharing.
“Data Administrator” shared one of his groups called “VIP Members” with “Brand A Marketing”. Therefore, “Brand A Marketing” can send campaigns to “VIP Members” within his account. He can also view the contact information in that group.
“Brand A Marketing” uses [User Connection] to give “Outsourced Designer” access to his account as [Collaborator]. “Outsourced Designer” is not a team member.
When “Outsourced Designer” access the account of “Brand A Marketing”, he can send campaigns to “VIP Members”, view the contact information in the group, and change its settings related to [Group Sharing].