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Creating Saved Groups for Email Communications

Learn how to create and reuse Saved Groups so you can quickly email recurring recipient lists without rebuilding them each time.

Updated over a week ago

Build reusable contact lists so you can send recurring emails or announcements without rebuilding the recipient list every time.

What you’ll find in this article

  • What Saved Groups are and when to use them

  • How to create a Saved Group from your selected recipients

  • How to use a Saved Group when drafting future emails

Before you start

  • You’ll need access to Communications → Admin Communications and permission to create a new email.

What are Saved Groups

Saved Groups let you save a specific set of recipients during the email drafting process. They are useful when you email the same people repeatedly, like board members, team managers, or a specific committee.

A Saved Group is tied to the logged-in user who created it. Saved Groups cannot be shared across admin accounts.

Create a Saved Group while selecting recipients

  1. In the left navigation, go to Communications.

  2. Select Email.

  3. Click + New Email.

  4. In Step 1: Select Recipients, build your recipient list.

  5. Select the individuals you want included in the group.

  6. Confirm they appear in the Recipients area at the top of the page.

  7. Before you continue to the next step, click Save Group.

  8. Enter a name for the group that will be easy to recognize later (example: “Team Managers” or “Tournament Committee”).

  9. Save the group.

Once saved, the group will be available the next time you create an email, as long as you are logged in with the same admin account.

Use a Saved Group for future emails

  1. Start a new email from Communications → Email → + New Email.

  2. In Step 1: Select Recipients, find Your Saved Groups on the left.

  3. Select the Saved Group you want to use.

Sprocket will load that group’s recipients so you can move on to selecting a format and composing your message.

Related articles

If you want a deeper walkthrough of building recipient lists, see Selecting Your Recipients.

If you run into issues

If you do not see your Saved Group, confirm you are logged into the same admin account that created it. Since Saved Groups are user-specific, a different admin account will not be able to view or use your groups.

FAQs

Can other admins use my Saved Groups?

No. Saved Groups are tied to the logged-in user and cannot be shared across admin accounts.

Where do I create a Saved Group?

Create it during Step 1: Select Recipients while drafting a new email.

Can I edit a Saved Group later?

To change the recipients, create a new Saved Group during the recipient selection process.

Do Saved Groups override Communication Preferences?

No. Emails sent to a Saved Group still respect each user’s Communication Preferences and subscription settings.

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