Adding or Removing Contacts in a Group

From the Contact Information Page

To update an individual contact’s group memberships—whether adding them to new groups or removing them from existing ones—go to their contact information page and click “Edit.”

In the pop-up window, you can assign the contact to additional groups or deselect groups as needed. Once saved, the updated memberships will be displayed on their profile.

Using a Flow

Group assignments can also be managed in bulk by attaching an “Add Contact to a Group” or “Remove Contact from a Group” action to a node within a flow, enabling you to move multiple contacts between groups automatically.

For example, in the scenario below, a “Split by Contact Field” action is used to identify contacts living in Nigeria’s northern states. These contacts are then directed to an “Add to Groups” node that assigns them to the “Northern States” group.

As illustrated in the flow:

This is accomplished by splitting contacts based on the “State” field. The “has any of these words” condition makes it possible to build a rule that captures contacts whose State field contains values such as Adamawa, Bauchi, Benue, and others. Once identified, these contacts are categorized under “Northern States” and subsequently added to the group through the “Add to Groups” action.