Managing Groups

Creating New Groups

Groups are collections of contacts used to segment your database for marketing and management. By organising contacts into groups, you can streamline communication, target campaigns more effectively, and simplify ongoing management.

How to Create a New Group

1. Navigate to Dashboard > Customers > Groups.
   
2. Click the New Group option at the top of the page.
   
3. In the pop-up window:
   
   • Enter the Group Title.
     
   • Choose the Group Location.
     
4. Click the Create Group button.

Once a group is created, you can begin adding contacts to it.

Add Contacts to Groups

To get started, navigate to Dashboard > Customers > Groups > Add Contacts to Groups 

Add Contacts to Groups consists of three options:

• Import Spreadsheet: This allows you to import contacts from an Excel spreadsheet or “CSV file”. For more details, please check out our tutorial video and help article about How to Import Contacts.

• Search and Add: Search contacts to add to groups. This is often used where you only need to add a small number of contact records to a Group.

• Bulk Add By Conditions: This option allows you how to add existing contacts to certain groups by using Filter Conditions. This is often used when you need to add a large, specific set of contacts to a group. 

Bulk Add by Conditions

• Select "Bulk Add by Conditions" option.

• Click the empty field to specify your conditions.  Click here to know more about Filtering Contacts.

• The contacts who meet the conditions you have specified will be displayed underneath.

• In the "Add to Groups" section, select the groups where you want to add the filtered contacts to.

• Click "Add Filtered Contacts to Groups".