Groups - YouNegotiate Docs

Real-World Example

Maya wants to email all pending creditor members that still have pending notice responses. She creates a group, chooses that creditor profile state, chooses whether to send to company email, contacts, or both, and previews the group size before saving.

Visual Flow

Group Criteria

Groups can target active members, pending members, YouNegotiate prospects, consumer prospects, and profiles tied to YouNegotiate-closed offers. Some options narrow the group to profiles with pending notice responses.

Group Actions

Action	Expected Behavior
Create/Edit group	Saves the group criteria for the logged-in EcoMail Hub user.
Calculate group size	Counts matching creditor profiles from the selected state rule.
View group size	Shows total profiles currently matching a saved group.
Delete	Removes only an owned group.

How It Should Work

It should require group name, creditor profile state, and send-to type.
It should keep group names unique for the logged-in EcoMail Hub user.
It should calculate group size before or after saving so users know campaign reach.
It should support company email only, contact emails only, or both.

How It Should Not Work

It should not let one EcoMail Hub user edit or delete another user’s group.
It should not create a campaign group without a recipient type.
It should not hide that a group has zero matching profiles.

Developer Notes

Group membership is calculated dynamically from creditor profile state rules.
The saved group stores criteria, not a permanent snapshot of profiles.

app/Livewire/ConsumerResponseManager/Communications/Group/IndexPage.php
app/Livewire/ConsumerResponseManager/Communications/Group/ListView.php
app/Livewire/ConsumerResponseManager/Forms/Communications/EcoMailHubGroupForm.php
app/Enums/CreditorProfileState.php
app/Enums/SendToType.php

Documentation Index

​Real-World Example

​Visual Flow

​Group Criteria

​Group Actions

​How It Should Work

​How It Should Not Work

​Developer Notes

​Related App Areas