Email Group Member
Overview
Email Group Member — Business Overview
Email Group Member is used to manage who belongs to an email communication group within Dafater. It defines the individual recipients who will receive emails sent to a specific email group. This ensures that business communications reach the right people consistently and efficiently.
What This Document Is Used For
In day-to-day business operations, Email Group Member is used to:
- Maintain accurate recipient lists for group emails
- Control who receives internal or external communications
- Support organized and targeted email communication
- Reduce manual effort when sending recurring or bulk emails
Instead of selecting recipients every time, businesses define group members once and reuse the group whenever communication is required.
Prerequisites and Setup Requirements
Before using Email Group Member, the following should already be in place: - Email groups must be created and clearly defined (for example: Sales Team, Management, Customers, Vendors) - Valid email addresses must be available for each member - Clear ownership of email groups should be established to avoid duplication or misuse
Proper planning of email groups ensures smooth communication and avoids sending messages to the wrong audience.
Typical Workflow and Business Process Fit
The usual workflow involving Email Group Member includes:
1. A business team defines an email group based on a purpose or audience
2. Email Group Member records are added to include relevant people in that group
3. When an email is sent to the group, all active members automatically receive it
4. Members can be added or removed as roles, teams, or responsibilities change
This workflow supports structured communication and reduces dependency on individual email lists.
Key Business Scenarios Where It Is Essential
Email Group Member is especially important in scenarios such as:
- Sending policy updates to employees
- Sharing announcements with management or department heads
- Communicating promotions or updates to customers
- Notifying vendors or partners about changes or requirements
- Ensuring compliance-related messages reach all required recipients
In these cases, accuracy and consistency of recipients are critical.
Important Considerations for Users
When working with Email Group Member, users should keep in mind:
- Regularly review and update group members to keep lists accurate
- Remove inactive or outdated email addresses to avoid communication failures
- Use clear naming and ownership for email groups to prevent confusion
- Be mindful of confidentiality when adding members to sensitive groups
Maintaining clean and well-managed email group members helps Dafater support professional, reliable, and effective business communication.
Basic Information
- Module: Email
- Document Type: Document
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| email_group | Email Group | Link | ✓ | Email Group | Email group this member belongs to in Dafater |
| Data | ✓ | Member email address used for Dafater communications | |||
| unsubscribed | Unsubscribed | Check | - | Indicates whether member opted out of Dafater email communications |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Newsletter Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Email Group | Links to |