Quick Setup Checklist
Use this checklist to create a new contact group from the Contacts section.
1
Open the Contacts Section
Navigate to the Contacts tab in the main navigation.
CAPTURE: Show the Contacts page with the group directory visible on the left side of the screen. The page title “Contacts” should be visible, along with existing groups listed in the sidebar.
2
Open the Group Menu
In the Contacts section, click the menu icon (☰) to access group actions.
CAPTURE: Show the Contacts page with the menu icon (☰) clearly visible near the group directory, with the list of groups still in view.
3
Create the Contact Group
Enter a name for your new group, then click Create.
CAPTURE: Show the Create Group input or dialog with: a group name entered (for example: Newsletter Subscribers) and the Create button clearly visible.
Tip: Use clear and descriptive group names so they are easy to identify when used in flows or campaigns.
4
Confirm the Group Is Available
Once the group is created:
- It appears immediately in the group directory on the left
- It can be used right away in flows, campaigns, and broadcasts
- Contacts can be added manually or automatically using flows
CAPTURE: Show the Contacts page again with the newly created group visible in the group directory.
Important: Creating a group does not automatically add contacts to it. Contacts must be added manually or through flow actions.
Common Issues
I don’t see the Create option
Possible cause: The group menu was not opened.
Fix: Click the menu icon (☰) in the Contacts section, then look for the create group action.
The group is empty
Explanation: New groups start with no contacts.
Fix: Add contacts manually, or use the Add contact to a group action in a flow to populate the group automatically.