Overview
Groups allow you to organize contacts into logical collections. Groups make it easier to manage, email, and track related contacts together.
How to Access
- Click on Contacts in the left sidebar menu
- Click on Groups
How to Create a New Group
- Click on Groups in the sidebar
- Click the Add Group button
- Enter a Group Name (e.g., "Clients", "Newsletter Subscribers")
- Add a Description (optional)
- Click Save
How to Add Contacts to a Group
- Go to My Contacts
- Select the contacts you want to add (check the boxes)
- Click the Actions dropdown menu
- Select Add to Group
- A list of groups will appear
- Check the group(s) you want to add them to
- Click Apply
- The selected contacts are now part of the group(s)
How to View Contacts in a Group
- Click on Groups in the sidebar
- Click on the group name
- You will see all contacts in that group
How to Remove Contacts from a Group
- Go to the group (click Groups, then group name)
- Select the contacts you want to remove (check the boxes)
- Click Actions dropdown
- Select Remove from Group
- The contacts are removed but NOT deleted
How to Edit a Group
- Click on Groups in the sidebar
- Find the group you want to edit
- Click the Edit icon (pencil)
- Change the name or description
- Click Save
How to Delete a Group
- Click on Groups in the sidebar
- Find the group you want to delete
- Click the Delete icon (trash)
- Confirm the deletion
- Note: Contacts in the group are NOT deleted, only the group is removed
Quick Reference
| Task | Steps |
|---|---|
| Create Group | Groups → Add Group → Save |
| Add Contacts | Select contacts → Actions → Add to Group |
| View Group | Groups → Click group name |
| Remove from Group | Select in group → Actions → Remove |
| Delete Group | Groups → Delete icon → Confirm |