Create a General Community

You can create a community to group selected contacts for sharing document baskets and assigning to marketing campaigns.

To create a general community:

  1. Go to the Activity Zone and enter Communities Maintenance in the Search Activity Zone field, and then click the link that displays.
    If the Communities Maintenance link does not display it means that you do not have permission to manage general communities.
  2. On the Manage Communities page, click the Personal, My Organization's, or Global tab, depending on the type of community that you want to create.
    Community Type Purpose
    Personal Create a private community that only you can use
    My Organization's Create a shared community that any internal contact can use
    Global Create a shared community that any internal or external contact can use
  3. Click .
  4. On the Edit Community dialog box, enter the following information:
    Field Description
    Name Enter a user-friendly name for the community
    Email Address Required Deselect this option if you want to allow contacts that do not have an email address in the system to be added to the community. You leave this option enabled if you want to restrict the community to contacts that have a registered email address.

    Note that if the community is used for marking campaigns, community members that do not have an email address will not receive email communications.

    Contact Type By default, both internal and external contacts can be added to the group. You can choose to restrict membership to only internal or external contacts.
    Notes Enter any notes about the community, such as the purpose.
  5. Click Save.

Post-requisites: After you create a community, follow the task to Add Contacts.