Group actions are commonly used to:
- Track program enrollment or completion
- Manage opt-ins and opt-outs
- Control eligibility for campaigns or broadcasts
Quick setup checklist
Use this checklist to add (or remove) contacts from groups using flow actions.
Navigate to Flows and open the flow where you want to manage group membership.
[CAPTURE: Show the Flow editor with an existing flow open and at least one action node visible.]
To add a contact to a group from within a flow, use the Add contact to a group action.
- Add a new action node in the flow.
- Select Add contact to a group.
- Choose the group you want the contact to be added to.
[CAPTURE: Show the Flow editor with the Add contact to a group action selected and a group chosen from the dropdown.]
Contacts can be added to multiple groups by using multiple group actions in a flow.
Once the flow is saved and published, any contact who passes through this action is automatically added to the selected group.
Contacts are only added to the group if they reach this action in the flow. If your flow routes around the node, the group update will not occur.
To remove a contact from a group, use the Remove contact from a group action.
- Add a new action node in the flow.
- Select Remove contact from a group.
- Choose the group the contact should be removed from.
[CAPTURE: Show the Flow editor with the Remove contact from a group action selected and a group chosen.]
Example use case
You may want to remove contacts who have opted out of SMS messages from a program group (for example, an “Expecting Mothers” group).
[CAPTURE: Show a flow segment where contacts who select an opt-out response are routed to a Remove contact from a group action targeting the Expecting Mothers group.]
The Remove contact from a group action can also be configured to remove a contact from all groups.
Use this option carefully. Removing a contact from all groups may affect:
- Campaign eligibility
- Broadcast targeting
- Program tracking
Common issues
The contact was not added to the group
Possible cause
The contact did not reach the group action in the flow.
Fix
Verify your flow logic and confirm the correct path leads to the Add contact to a group action.
The contact is still in the group
Possible cause
The Remove contact from a group action was not triggered.
Fix
Confirm the contact passed through the removal action (and that the correct group was selected).
Group membership changed unexpectedly
Possible cause
Multiple flows are adding or removing contacts from the same group.
Fix
Review all flows that reference the group and standardize which flow is responsible for membership changes.