Contact group usage can be seen by navigating to the group page and selecting the “Usages” option from the ☰ menu drop-down.
Deleting Contact Groups
Contact groups can be deleted by navigating to the group page and selecting the “Delete” option from the ☰ menu drop-down.
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 create as many as you need. Learn how to create a contact group here. Within a flow, contacts can be moved to and from groups using the Add a contact to a group and Remove […]
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 “Create” box. Your new group will appear in the group directory on the left side of the page.
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 Remove contact from a group action remove a contact from a group from within a flow. In the example above, we’re removing expecting mothers who’ve opted-out of SMS […]
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 information page and click on ‘ Edit‘ : In the pop-up, you can then select new groups for the contact or remove groups. Afterward, their group memberships will appear on their […]
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 collect contacts who match the query that created them. Creating a Smart Group Once you enter a query, our platform will return the group of contacts who match it. In the example below, we’ve […]