Adding, Modifying & Deleting a Group

This article covers adding and modifying Groups. Building regular Groups like these are recommended for contact lists that are manually generated. For lists that have been segmented using Advanced Search criteria, try adding a Smart Group instead.

Adding a (regular) Group

From the Contacts Tab

1. Go to the Contacts Tab

2. Search for a specific Contact or select either:

• (1) The specific Contacts you wish to add to the Group,
• (2) Every listed Contact on the page, or
• (3) All Contacts from your search criteria

Select Contacts

3. Select the Actions menu at the upper-left side of the Contact list

4. Either type “group” in the Actions search bar or scroll the list to find the Group – add contacts option

Add Contacts to Group

5. On the next page, select Create New Group and fill out the fields:

Create New Group 

Fields:

• Group Name: the name of the Group.
• Description: optional description of the Group.
• Group Type – Access Control: only check this when adding Admin Users to a Group.
• Group Type – Mailing List: select if you'd like to be able to to send Bulk Emails to this Group.

6. After adding all the necessary information, select Add To Group

7. Your Group will then be created! You can select Done to view the newly created Group Details with all the selected Contacts in it.

From the Manage Groups Page

1. Go to the Contacts Tab

2. Select Advanced Actions on the top right corner of the screen and then Manage Groups

Manage Groups

3. You will be directed to the Manage Groups Page. Select the Add Group button on either top or bottom of the page

Add Group from the Manage Groups page

4. A New Group popup will show up with the following information:

Add New Group

Fields:

• Group Title: the name of the Group.
• Group Description: optional description of the Group.
• MailChimp Settings – No integration: leave this blank if you don’t want this Group to communicate with your MailChimp Integration.
• MailChimp Settings – Membership Sync: select this box to have this Group communicate with your MailChimp Membership integration.
• MailChimp Settings – Interest Sync: select this box to have this Group communicate with your MailChimp Interest integration.
• Parent Groups – Add Parent: add this new Group to be under an existing Group to help organize your Group list (e.g. Dietary Restrictions > Vegan). The Group parent/child relationship can be filtered on Advanced Search and Reports, and will show up on the Manage Groups page like this:

Parent-Child Group Display

5. After filling out all the necessary information, select Save

6. On the following page, you’ll be able to select which Contacts to include in the new Group that is being created:

Add Contacts to Group
7. Add specific Contacts by selecting the checkboxes next to their names, or add all Contacts by selecting All records. You can also search for a specific Contact at the top of the page.

8. Once you’re done choosing the Contacts to be added to the Group, select Add Contacts to Group Name

9. You will have to confirm your choices by selecting Add To Group on the following page

Create Group Confirmation Page

10. Your Group will then be created! You can select Done to view the newly created Group Details with all the selected Contacts in it.

Modifying & Deleting a Group

1. Go to the Contacts Tab

2. Select Advanced Actions on the top right corner of the screen and then Manage Groups

Manage Groups

3. On the Manage Groups Page, you will see the following fields and actions:

Modify Groups 5 ways

1) Hover your cursor to be able to edit the Group Name.

2) Press on the “pencil icon” to edit the Group Description.

3) See a list of all Contacts in the Group.

4) Change the Group Settings. You will also be able to add or remove a Parent Group associated with the Group.

5) Press on "More" to Delete the Group.