Contacts - Groups
Overview
The Groups feature allows you to organize contacts into logical collections. Groups make it easier to manage, email, and track related contacts together.
How to Access
- Navigate to Contacts in the admin sidebar
- Click on Groups
Features
Group Management
- Create new contact groups
- Edit group details
- Delete empty groups
- View group member count
Group Types
- Manual Groups: Manually add/remove contacts
- Smart Groups: Auto-populated based on rules
- System Groups: Default groups (e.g., All Contacts)
Group Operations
- Add contacts to group
- Remove contacts from group
- Bulk add/remove operations
- Send group emails (if configured)
Quick Reference
| Action | Description |
|---|---|
| Create Group | Click Add Group button |
| Add Members | Select contacts and use Add to Group |
| Remove Members | Select and use Remove from Group |
| Delete Group | Use delete icon (contacts preserved) |