Customer Email Groups in CoreBridge make it easy to organize contacts within a Customer account. By creating groups -such as Accounting, Purchasing, or Marketing - you can quickly select the appropriate recipients when sending emails directly from CoreBridge. This helps ensure messages reach the right people without having to manually select individual contacts each time.


  • Email Groups are not available for automatic system-triggered Customer Communications at this time.
  • Email Group names must be unique within the same Customer, but can be reused across different Customers.
  • You can override the email address for a contact by clicking on the email address. Overrides are specific to each group.
  • To clear an override, enter nothing for the email and save.
  • You can edit the group name by clicking on the name itself.
  • When sending an email, you can start typing the name of the Email Group, or click the Email Group icon to choose from a drop-down.



Table of Contents



Creating a Customer Email Group


Navigate to Customers / Contacts and select the appropriate Contact.


1. Select the Contacts tab.

2. Click Customer Email Groups.



3. Click Create.

4. Type the New Email Group Name.

5. Click OK.



6. Select the individuals to belong to the group.

7. Click Save Changes.


Note: Email Groups can be renamed at any time by clicking on the name of the group and updating the name.

Email Groups can be removed by clicking Delete.



Using Email Groups


Once your Customer Email Groups are set up, you can easily select them when sending emails from CoreBridge. Using these groups ensures your messages reach the right contacts within each Customer account quickly and efficiently.


Navigate to Sales Module / Customers and select the appropriate Customer.


1. Click on the Email Statement icon.



2. Click the Letter icon that corresponds with the recipient email field.

3. Select the Email Group.

4. Click Send when ready.