Groups

Creating a Contact Group

To create a group: Go to the Contacts tab, click the menu icon ☰ and select New Group. Give your group a name and click the New Group button. Your new group…

Adding Contacts to a Group

Adding Contacts to a Group Use the Add to Group action to add a contact to a group from within a flow. Removing Contacts from Groups Use the Remove from Group…

Introduction to Contact Groups

Contact groups let you segment your contacts based on their attributes or responses. A contact can belong to more than one group, and you can create up to 200…

Adding or Removing Contacts in a Group

From the Contact's Information Page To add a contact to groups or remove them from groups, go to their contact information page and look under Details on the…

Deleting Contact Groups

To delete a contact group, open the group's page and select Delete from the ☰ menu.

Smart Contact Groups

Groups created from contact searches are called Smart Groups. We used to call them "Dynamic" groups. Smart Groups keep adding contacts who match the query that…

See where a group is being used

To see where a contact group is being used, go to the group's page and select Usages from the ☰ menu. Here we can see that the Study Participants group is…