Contact group usage can be seen by navigating to the group page and selecting “Usages” option from the ☰ menu drop-down.

Contacts groups can be deleted by navigating to the group page and selecting the “Delete” option from the ☰ menu drop-down.

Contact Groups Contact groups let you organize your contacts into segments based on specific attributes or collected responses. A single contact can belong to multiple groups, and there is no limit to the number of groups you can create. You can learn how to create a contact group [here]. Within a flow, contacts can be […]

To create a group: Navigate to the contacts. 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 The “Add the contact to a group” action allows you to include a contact in a specific group directly within a flow. Removing Contacts from Groups The “Remove contact from a group” action is used to take a contact out of a group during a flow. For example, you might […]

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 […]

Smart Groups from Contact Searches Groups generated through contact searches are known as Smart Groups. These were formerly referred to as “Dynamic Groups.” What makes them distinctive is that they continuously update, automatically including any new contacts that match the original search criteria. Creating a Smart Group When you run a query, the system retrieves […]