Skip to main content
Contact groups
Updated over a week ago

You can add individual users to a group to help segment your contacts so that you can easily send targeted campaigns or enroll them in sequences. Groups can be useful if you will need to message the same group of people more than once.

Tip: Adding and removing contacts from a group needs to be done manually. To segment your contacts dynamically based on tags, you can use a saved search.

Create a group and add contacts

To get started with groups, complete the following steps:

  1. Click Groups on the top navigation bar.

  2. Click Add Group.

  3. Enter a Group Name, then click Create Group.

  4. Now that you have created a group, add contacts by clicking the plus icon at the bottom of the screen.

  5. On the Add Contacts to Group view, select the checkboxes of all the contacts you will like to add to the group, then click the Add Contacts icon.

    • You can also use the search bar to more easily find contacts.

  6. Repeat steps 4 and 5 to add additional contacts to the group.

Tip: You can also add contacts to a group by going to Contacts, selecting one or more contacts, then clicking the Add Contacts icon within the batch actions. You’ll have the option of selecting an existing group, or entering a new group name to create a new group.

Manage groups

Select your group from the Groups page, or use the search feature to find your group. Click on the group name to view the group, then use the following options to manage your group:

  • Delete Group: Deletes a group from your account.

  • Send Campaign: Allows you to create and send a campaign to the group. Note that when you click Send Campaign, all contacts in the group will be added to the campaign regardless of which ones were selected.

  • Enroll in Sequence: Allows you to add the group to an ongoing or scheduled sequence. Note: This option is only available to messaging accounts with Sequences licenses.

You can also use the groups on the Groups > Account Groups page to access the groups created by other users on your account.

Did this answer your question?