-
Website
-
3min Explainer Walkthrough
-
Page Management
-
Page Editing
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Form Builder
- Updating Your Navigation Menu
- Understanding Posts
- Creating Post Categories
- Creating Your First Post
- Restricting Page Access
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Search Engine Optimization
- Setting Up Google Marketing Tools
- Setting Up Google Analytics 4 E-commerce Tracking
- Optimizing Images For Web
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Analytics
- Third Party Embed Code
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3min Explainer Walkthrough
- Contacts
- Marketing
- Commerce
- Apps
- Settings And Config
Managing Groups
Learn how to segment contacts into 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.
Specify your conditions, then click the "Filter Contacts" button to apply the filter. Click here to know more about Filtering Contacts.
The contacts who meet the conditions you have specified will be displayed
Select the groups where you want to add the filtered contacts to.
Click "Add Filtered Contacts to Groups".