Onboarding Manager, Oscar Saldana, discusses the best ways to setup your GreenRope groups for success. Organizing and segmenting your contacts is critical for sales and marketing effectiveness.

1. Group Setup: Best Practices- Best
Practices
Presented By:
Oscar Alvarez, Client Services Manager
oscar@greenrope.com

2. Agenda for Today’s Learning
Session
• What to consider when creating
groups
• Group Specific Tools
• Creating Groups
• Group Settings
• Examples of Groups

3. What to Consider
•Before you create the
groups in the account, it is
important to consider
several things. Answering
these questions will help
when figuring the group
structure.

4. What to Consider
•How do you obtain leads?
•How do you categorize
contacts?
•What are the different stages
of your sales cycle?

5. Groups
What is a Group?
Groups are your first level of organization for contacts
and can be organized in various ways.
Groups will be the key identifier for the contacts in the
system. You want to be able to group the contacts
based on the similar email communication and similar
follow up activities.

6. Groups
When identifying what groups you are going to create,
keep in mind some of these group-specific features:
•Shared Access Users
•Drip Campaigns
•Workflows
•Events
•Websites
•Project Manager
•Ticketing Forms

7. Groups

8. Groups
Shared Access Users
-Shared access given to contacts on a group basis.
Drip Campaigns
- You will be able to create a series of emails and
workflows that will be triggered by contacts in a
specific group
Workflows
-You will be able to create workflows that will
automatically or manually be triggered in a group

9. Groups
Events
-You will be able to create and keep track of events
that will be specific to the group
Websites
- Each group will have the ability to have its own
website
-You can create a members only site where you can
store content that should only be available to the
group members

10. Groups
Project Manager
-This will allow you to keep track of projects and send
automated updates to everyone in the group
-Typically you want to use this in an internal group
Ticketing
- You will be able to keep track of requests and
archive tickets in a specific group
-Typically you want to use this in an internal group

11. Creating Groups
You can create new groups by going into the Group
Setup section. In the top right corner of that page,
there is the option to Create a New Group if you hover
over the ‘Actions’ link

12. Groups Settings
There are several tabs that will allow you to configure
the settings for each group.
-Description
-Email Options
-Event Options
-Contact Visibility
-History
-User-Defined Field Data

13. Groups Settings

14. Examples of Groups
Groups: Leads, Prospects, Clients
Funnel contacts who enter the system through a form,
store front, an event, or are manually entered.
-Shared access is only given to those individuals who
will be managing the prospects for this business
-Custom content specific to communicating with
prospects
-Drip campaigns triggered when a contact is added to
the specific group
-Workflows can be triggered, manually or
automatically, for prospect follow up

15. Examples of Groups
Group: Staff
-The collaboration tool will allow your staff to
communicate with one another
-The wiki section will allow the staff to keep track of
documents internally
-The project manager will allow the staff to create and
track projects

16. Examples of Groups
Group: Newsletter/Blog
-This will allow you to keep an ongoing newsletter/blog
and have them go out automatically to the contacts
who are interested in the newsletter/blog
Group: Sales Team
-This will give the ability for sales reps to have access
to their own leads
-Each sales rep can have their own group so other
sales reps will not have access to their leads

17. Examples of Groups
Group: Services/Products
-This will give you the ability to send out emails based
on specific services/products
-You will be able to keep track of events or automated
campaigns to promote a specific product/service
Group: Region Based
-This will allow you to create campaigns or events that
specific to a region

18. Do youDo you lovelove GreenRope?GreenRope?
If you are a GreenRope User and love how it hasIf you are a GreenRope User and love how it has
helped your business, please share us with yourhelped your business, please share us with your
friends and network.friends and network.
Our mission is to help businesses succeed and grow.Our mission is to help businesses succeed and grow.
Pass on the power of GreenRope!Pass on the power of GreenRope!
sales@greenrope.comsales@greenrope.com

19. Q&AQ&A
Please contact us atPlease contact us at
support@greenrope.comsupport@greenrope.com if youif you
would like to learn more about anywould like to learn more about any
of the content discussed today.of the content discussed today.
Thank you!!!!Thank you!!!!