The correct way to create a new group in Luminate Online and add members to it

Brent Kaul

I am new to this forum so hopefully I'm posting this in the correct place. I am wondering what best practices are for this situation. Let's say that someone gives you an excel file with the info (firstname, lastname and email) of a bunch of people that attended an event. They now want to send a 'thank you' email to those people. Some of those people may already exist in your Luminate Online CRM and some may be brand new contacts. What is the proper way to create a new group and then add all those attendees to that group so you can email them? How do you may sure that you're not creating a new record for any contacts that already exist in Luminate? 

Crystal Bruce

Brent Kaul:

I am new to this forum so hopefully I'm posting this in the correct place. I am wondering what best practices are for this situation. Let's say that someone gives you an excel file with the info (firstname, lastname and email) of a bunch of people that attended an event. They now want to send a 'thank you' email to those people. Some of those people may already exist in your Luminate Online CRM and some may be brand new contacts. What is the proper way to create a new group and then add all those attendees to that group so you can email them? How do you may sure that you're not creating a new record for any contacts that already exist in Luminate? 

Welcome Brent! Thanks for the question - you posted in Best Practices, so I'm going to move it on over to the Luminate CRM Community. 

Allison King

Brent Kaul:

I am new to this forum so hopefully I'm posting this in the correct place. I am wondering what best practices are for this situation. Let's say that someone gives you an excel file with the info (firstname, lastname and email) of a bunch of people that attended an event. They now want to send a 'thank you' email to those people. Some of those people may already exist in your Luminate Online CRM and some may be brand new contacts. What is the proper way to create a new group and then add all those attendees to that group so you can email them? How do you may sure that you're not creating a new record for any contacts that already exist in Luminate? 

Hi Brent,


When you do an upload to Luminate Online, you can tell Luminate Online to either ignore current constituent information or to update the information if it is newer. That should help catch anyone who is already imported from Luminate CRM to Luminate Online.