Groupings

Groups

View groups on a robust datatable.

To nagivate to Groups:

1. Log into your PesaWay account (opens new window)
2. On the Left Sidebar, click on Groupings
3. On the drop down menu, click on Groups

TIP

Change the number of groups displayed on one page using the Per Page dropdown

Groups > Register

Register groups one at a time or in bulk through a file upload.

Groups > Manage

View / Edit / Disable registered groups.

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Filter / search groups using name, description or status

Groups > File Uploads

View file uploads and download the files to view the contents

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Filter / search file uploads using title or status

Register Groups

DANGER

This process is only available to the Web User.

To register groups:

1. Log into your PesaWay account (opens new window)
2. On the Left Sidebar, click on Groupings
3. On the drop down menu, click on Groups
4. Click on Register

Register Groups Individually

1. While on Groupings > Groups > Register page, click on Register options field
2. Select Individual
3. Fill in Name.
4. Fill in Description
5. Click on Submit 🎉

Register Groups in Bulk > Upload File

1. While on Groupings > Groups > Register page, click on Register options field
2. Select Upload File
3. Click on Download Template. You should get a popup to save the template.

   TIP

   If you don't get a popup to save the file, please check your Downloads for the file. If no file was downloaded, check if your browser blocked popups from the site.

4. Open the saved file and populate the contents, following the example given.
5. Save the changes
6. Upload the file either by dragging and dropping it on the Upload File section OR by clicking on the section to select the file.
7. Click on Submit

NOTE: There is no approval required for registering groups.

Group Contacts

View group contacts on a robust datatable.

To navigate to Group Contacts:

1. Log into your PesaWay account (opens new window)
2. On the Left Sidebar, click on Groupings
3. On the drop down menu, click on Group Contacts

TIP

Change the number of group contacts displayed on one page using the Per Page dropdown

Group Contacts > Register

Register group contacts one at a time or in bulk through a file upload.

Group Contacts > Manage

View / Edit / Disable registered group contacts.

TIP

Filter / search group contacts using group name, first name, middle name, last name, email, phone number, status

Group Contacts > File Uploads

View file uploads and download the files to view the contents

TIP

Filter / search file uploads using title or status

Register Group Contacts

DANGER

This process is only available to the Web User.

To register group contacts:

1. Log into your PesaWay account (opens new window)
2. On the Left Sidebar, click on Groupings
3. On the drop down menu, click on Group Contacts
4. Click on Register

Register Groups Contacts Individually

1. While on Groupings > Group Contacts > Register page, click on Register options field
2. Select Individual
3. Select Group
4. Fill in First Name(Required).
5. Fill in Middle Name(Required).
6. Fill in Last Name(Optional).
7. Fill in Phone Number(Required).
8. Fill in Email(Optional).
9. Click on Submit 🎉

Register Groups Contacts in Bulk > Upload File

1. While on Groupings > Group Contacts > Register page, click on Register options field
2. Select Upload File
3. Click on Download Template. You should get a popup to save the template.

   TIP

   If you don't get a popup to save the file, please check your Downloads for the file. If no file was downloaded, check if your browser blocked popups from the site.

4. Open the saved file and populate the contents, following the example given. Ensure the phone number starts with '254
5. Save the changes
6. Upload the file either by dragging and dropping it on the Upload File section OR by clicking on the section to select the file.
7. Click on Submit

NOTE: There is no approval required for registering groups contacts.