Contact Groups
Organize contacts into static named collections for targeted outreach and easier management.
What Are Groups?
Contact Groups are static collections of contacts — unlike Segments (which recalculate based on filters), a Group's membership is managed manually. Groups are useful for campaign targeting, organizing VIP customers, or any fixed list you want to maintain.
Viewing Groups
Go to Contacts > Groups. The table shows: Title, Description, and number of contacts. Use the Active / Archive tabs to switch between live groups and archived ones. Use the search box to filter groups by title or description.
Creating and Editing Groups
- Click Add New Group.
- Enter a Title (required) and optional Description.
- Click Submit to create the group.
- To edit, click the Edit button on any group row to change the title or description.
Archiving and Deleting
Click Archive on a group to hide it from the active list without deleting contacts from it. Archived groups can be restored by switching to the Archive tab and clicking Unarchive.
Click Delete to permanently remove the group. Contacts in the group are not deleted.
Adding Contacts to a Group
When creating or editing a contact using the New Contact drawer or Edit drawer, select the group from the Groups multi-select field. The contact is added to the group on save.
Click Group Contacts on a group row to view and manage the members of that group.
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