Email Group

Overview

Email Group – Business Overview

Email Group is a setup document in Dafater used to manage groups of email recipients under a single, reusable name. It helps businesses send consistent, timely communication to the right audience without manually selecting recipients every time.

What Email Group Is Used For

Email Group allows your organization to: - Organize email recipients into logical groups (for example, employees, customers, vendors, or management teams) - Send announcements, alerts, reminders, and updates to multiple people at once - Ensure consistent communication across departments and processes - Reduce manual effort and errors when sending business emails

Instead of addressing emails individually, users can select an Email Group and automatically reach everyone included in that group.

Prerequisites and Setup Requirements

Before using Email Group, the following should be in place: - Valid email addresses for users, customers, vendors, or other contacts in Dafater - Clear understanding of who should receive which types of communication - Defined business rules around email communication (for example, approval alerts, policy announcements, or customer notifications)

Email Group is typically set up once and then reused across multiple processes.

Typical Workflow and Business Fit

Create an Email Group
A responsible user defines the Email Group and assigns a meaningful name, such as “Sales Team” or “Customer Support”.
Add Members to the Group
Relevant email addresses are included based on business roles or communication needs.
Use the Email Group in Daily Operations
The Email Group is selected whenever emails are sent for:
- Notifications
- Alerts
- Scheduled communications
- Process-driven messages
Maintain the Group
Members are added or removed as roles change, ensuring communications stay accurate.

This fits naturally into business workflows where communication needs to be fast, reliable, and repeatable.

Key Business Scenarios Where Email Group Is Essential

Internal Announcements
Sending policy updates or company-wide messages to specific departments or teams.
Process Notifications
Automatically notifying approvers, managers, or stakeholders when actions are required.
Customer Communication
Sending updates, reminders, or notices to a defined customer segment.
Operational Alerts
Informing support or operations teams about urgent issues or system-related events.

Important Considerations for Users

Keep Email Groups clearly named so their purpose is immediately understood
Regularly review group members to avoid sending emails to outdated or incorrect recipients
Use Email Groups thoughtfully to prevent excessive or unnecessary emails
Align Email Groups with real business roles and responsibilities for better communication control

In summary, Email Group is a simple but powerful tool in Dafater that helps businesses communicate efficiently, consistently, and accurately by organizing email recipients into reusable groups aligned with business needs.

Basic Information

Module: Email
Document Type: Setup

Fields

Field Name	Label	Type	Required	Options	Description
title	Title	Data	✓	-	Name identifying the email group within Dafater.
total_subscribers	Total Subscribers	Int		-	Total number of active email subscribers in the group.
confirmationemailtemplate	Confirmation Email Template	Link		Email Template	Email template used to confirm subscriber sign-up.
welcomeemailtemplate	Welcome Email Template	Link		Email Template	Email template sent to subscribers after successful confirmation.
welcome_url	Welcome URL	Data		URL	URL directing subscribers to welcome or onboarding page.
addqueryparameters	Add Query Parameters	Check		-	Indicates whether tracking query parameters are added to URLs.

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
Newsletter Manager	✓	✓	✓	✓

DocType	Relationship	Module
Email Group Member	Linked from	Email
Email Template	Links to	Email