Managing Groups

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 where you need 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".