Link a Recipient to a Group

You can link any Recipient to a list of existing Groups in your building through the Web Dashboard or the App. Let's start with the App first.

Follow the steps below:

  1. Tap on any Recipient that is not linked with a Group already.
  2. Go into the Recipient Details tab.
  3. Tap on the Recipient.
  4. Tap on Edit.
  5. Tap on Link to Group.
  6. Search for the Group you want to link the recipient with and tap on it.
  7. Finally, tap on Done to save the recipient details.

 

Link a Recipient to a Group via App

 

Coming to the Web Dashboard now:

Follow the steps below:

  1. Go into the Recipients section of the web dashboard
  2. Tap on any Recipient that is not linked with a Group already.
  3. Search for the Group in the search bar and press enter.
  4. Once the Group appears, tick on the box right next to it.
  5. Finally, tap on Save Recipient.

 

Link a Recipient to a Group via Dashboard

In case of any difficulty, reach out to us at support@packagex.io and we will be glad to assist you.