Creating a Group
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Go to Groups
- Navigate to Contacts → Groups.
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Add a New Group
- Click Add Group.
- Enter a Group Name and optional Description.
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Save Group
- Click Create to add the group.
- The new group will now appear in your group list.
Adding Contacts to a Group
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Select Contacts
- Navigate to Contacts and choose the contacts you want to add.
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Assign to Group
- Use the Assign to Group option.
- Select the desired group from the dropdown.
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Confirm
- Click Save. The selected contacts will now be part of that group.
Managing Groups
- Edit Group: Update the name or description by selecting the group and clicking Edit.
- Remove Contacts: Open the group, select the contacts, and choose Remove from Group.
- Delete Group: Permanently remove a group (this does not delete the contacts inside it).
Common Issues
| Issue | Cause | Solution |
|---|---|---|
| Group not visible | Group not saved properly | Refresh the page or re-create the group. |
| Contacts missing from group | Contacts not assigned correctly | Re-assign contacts to the correct group. |
| Unable to delete group | Group still linked to active campaign | End campaign or unlink group before deletion. |
With the Groups Tool, you can easily segment your contacts for better communication, targeted messaging, and organized customer management.