Quick setup checklist
Choose the method that fits your workflow: manual updates for individual contacts, or flows for automated segmentation.
To update groups for a single contact, navigate to Contacts, then click the contact whose memberships you want to edit.
[CAPTURE: Show a contact’s information page with the contact details visible and the Edit option clearly displayed.]
Click Edit on the contact’s information page. In the edit dialog:
- Select the groups you want to add the contact to
- Unselect any groups the contact should no longer belong to
- Save your changes
[CAPTURE: Show the contact Edit pop-up with group selection options visible, and some groups selected and others unselected.]
Changes made here take effect immediately and apply only to this specific contact.
After saving, the contact’s updated group memberships appear on their information page.
[CAPTURE: Show the contact’s information page with the updated list of groups displayed.]
For automated segmentation, use a flow. Navigate to Flows and open an existing flow or create a new one.
[CAPTURE: Show the Flow editor with a flow open and multiple nodes visible.]
Use a Split by Contact Field action to direct contacts based on their data (for example, splitting by a State field).
[CAPTURE: Show a Split by Contact Field node configured to use the State field.]
The has any of these words rule is useful when matching multiple possible values within a single contact field.
Route matching contacts into an Add contact to a group action.
For example, contacts whose State field contains specific values can be added to a “Northern States” group.
[CAPTURE: Show the Flow editor with an Add contact to a group action configured for the Northern States group.]
As contacts pass through the flow, those matching the split condition are added to the group while other contacts follow alternative paths.
[CAPTURE: Show the full flow with the split logic leading into the Add contact to a group action.]
To remove contacts from a group, use the Remove contact from a group action.
This action can remove contacts from a specific group, or from all groups.
Use the “Remove from all groups” option carefully. Removing a contact from all groups may affect:
- Campaign eligibility
- Broadcast targeting
- Program tracking
Contacts are only added or removed if they reach the corresponding group action node in the flow.
Common issues
The contact was not added or removed
Possible cause
The contact did not reach the group action in the flow.
Fix
Check your flow logic and confirm the correct path leads to the group action node.
Group membership changed unexpectedly
Possible cause
Multiple flows are managing the same group.
Fix
Review all flows that reference the group and standardize which flow is responsible for membership changes.
Manual changes were overwritten
Explanation
A flow may later update the contact’s group membership automatically.
Fix
Check active flows for group actions affecting the contact and adjust the flow logic if needed.