Groups
Use the 'Groups' section to understand how to manage groups of contacts.
Creating a Contact Group
To create a group: Navigate to the Contacts tab. Click the Menu icon ☰. Give your group a name and click the "New group" button. Your new group will appear in…
Adding Contacts to a Group
Adding Contacts to a Group Use the Add the contact to a group action to add a contact to a group from within a flow. Removing Contacts from Groups Use the…
Introduction to Contact Groups
Contact groups allow you to segment your contacts into clusters based on their attributes or responses. Contacts can be placed in multiple groups, and you can…
Adding or Removing Contacts in a Group
From the Contact's Information Page If you want to edit an individual contact's group memberships by either adding or removing them, simply visit their contact…
Deleting Contact Groups
Contact groups can be deleted by navigating to the group page and selecting the "Delete" option from the ☰ menu drop-down.
Smart Contact Groups
Groups resulting from contact searches are called Smart Groups. Previously, we called them "Dynamic". Smart groups are unique in that they will continue to…
See where a group is being used
Contact group usage can be seen by navigating to the group page and selecting the "Usages" option from the ☰ menu drop-down. Here we can see that the 'Housing…