How to Group Contacts

Organizing your contacts into groups — called Lists in the Contacts area of the app — is an ideal method of creating targeted surveys and campaigns.

Creating Lists

To create a list:

1. Go to Contacts
2. Click the List dropdown at the top of the Contact list
3. Click New list
4. Give it a name (Group name)
5. Select a Lawful basis of processing (No consent, Explicit consent, Contract, Legal obligation, Vital interests, Public task, or Legitimate interests)
6. Give it a description (optional)
7. Click Save

Note: It’s not possible to change the lawful basis of processing for a list after it’s been created.

Edit a list

To edit an existing list:

1. Click the List dropdown
2. Hover over the list and click the edit (pencil) icon that appears next to it
3. Change the name or description
4. Click Save

Adding Contacts to a list

If you don’t have any contacts yet, click the + icon and select New contact or Bulk import. You can assign a contact to one or more lists directly from the New contact form.

To add existing contacts to a list:

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 Select Group dropdown to choose an existing list
6. Click Done

Removing Contacts from a list

To remove contacts from a list:

1. Go to Contacts
2. Check the boxes next to one or multiple contacts (you can do this from the All list or from within a specific list)
3. Select Actions at the top of the list
4. Select Remove from group
5. Open the Select Group dropdown and choose the list you want to remove them from
6. Click Remove Contacts

If you want to remove a contact from multiple lists at once, you can instead visit their Contact Profile, open the ⋮ menu, and choose Manage list membership. Removing contacts from single or multiple lists will not delete them — they will still remain in the Contacts section.

Deleting Lists

To delete a list:

1. Go to Contacts
2. Click the List dropdown
3. Hover over the list you want to delete and click the delete (trash) icon that appears next to it
4. Confirm by clicking Delete group

Deleting a list will not delete the contacts — they will still remain in the Contacts section.