Category: Groups

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

Adding Contacts to a Group Use the Add the contact to a group action to add a contacts 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 […]

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 contact […]

To create a group: Navigate to the “contacts” tab and click the “Create Group” box in the bottom left corner of the page. 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.

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 […]

Contacts Tab To add a contact to a group via the contacts tab, navigate to the “contacts” tab, check the box to the left of the contact whom you’d like to place in a group, then click the group icon that appears above your contacts to select a group or create a new one:  To remove a contact from […]