How to Group Contacts

Organizing your contacts into groups is an ideal method of creating targeted surveys and campaigns.

Creating Groups

  1. To create a Group
  2. Go to Contacts
  3. Navigate to Groups
  4. Click the + icon
  5. Give your Group a name
  6. Select a Consent Type for that group
  7. Give your Group a description
  8. Click Save

Note: It's not possible to change the consent type of a group after it's been created.

Edit a group

  1. To edit an existing group:
  2. Click the ... icon next to the group
  3. Select Edit
  4. Change the Name or Description

Adding Contacts to groups

If you don't have any contacts yet, click the + icon and select Add new contact or bulk import.

To add contacts to a group:

  1. Go to Contacts
  2. Check the boxes next to one or multiple contacts
  3. At the top of the list, select Actions
  4. Select Add to Group
  5. Open the dropdown to select an existing group

Removing Contacts from a group

To remove contacts from a group

  1. Go to Contacts
  2. Navigate to Groups
  3. Click the Group you wish to remove contacts from
  4. Check the boxes next to one or multiple contacts
  5. Click Action at the top of the list
  6. Select Remove from Group
  7. Open the dropdown and select a group you want to remove them from
  8. Click Remove Contact

If you want to remove a contact from multiple groups, you can instead visit their Contact Profile and remove them there. Removing contacts from single or multiple groups will not delete them, they will still remain in the Contacts section.

Deleting Groups

To delete a group:

  1. Go to Contacts
  2. Navigate to Groups
  3. Click ... next to the group you want to delete
  4. Select Delete

Deleting a group will not delete the contacts, these will still remain in the Contacts section.

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