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How to Use Groups

An overview how to create new groups and best utilize them to organize your contacts

Written by Ana Lopez

In this article, you’ll learn how to use groups to organize your contacts. Groups allow you to organize contacts based on shared interests, characteristics, campaigns, contact types, and more.

Groups can be useful for organizing contacts into segments such as:

  • Creator segment: Nano-influencers, micro-influencers, and more

  • Niche: Travel, food, fashion, and more

  • Campaign: Summer product launch, holiday campaign, and more

  • Team member: A group managed by a specific team member, such as Jenny’s Group

  • Contact type: Ambassadors, influencers, customers, and more

Once you’ve added contacts to a group, you can easily perform bulk actions on those contacts. This makes it faster and more efficient to complete tasks such as sending messages, inviting contacts to campaigns, requesting information, and more.

How to Create a New Group

You can create a new group from either the homepage or the Contacts Hub.

From the homepage:

  1. Click Quick Actions.

  2. Select Create Group.

  3. Enter a name, description, and image for the group.

  4. Click Save.

From the Contacts Hub:

  1. From the left navigation, click Contacts.

  2. Click the Groups tab.

  3. Click Create New Group in the upper-right corner.

  4. Enter a name, description, and image for the group.

  5. Click Save.
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How to Add Contacts to Groups

You can add one or multiple contacts to a group at once.

To add contacts to a group:

  1. From the left navigation, click Contacts.

  2. Select one or multiple contacts.

  3. Click Actions.

  4. Click Add to Group.

  5. Select the group(s) you want to add the contacts to.

  6. Click Add to Group.

To remove one or more contacts from a group:

  1. From the left navigation, click Contacts.

  2. Select one or multiple contacts.

  3. Click Remove from Group.

  4. Select the group(s) you want to remove the contacts from.

  5. Click Remove from Group.

Bulk Actions

Groups make it easy to take action on multiple contacts at once.

Within a group, select one or more contacts and choose an action from the Actions menu.

Available bulk actions include:

  • Compose Email

  • Add to Group / Remove from Group

  • Assign Tags / Unassign Tags

  • Assign Relationship Owner

  • Send Contract

  • Request Info Update

  • Create Gift Order

  • Delete Contact (Admin users only)

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