Groups
What are groups?
Groups are collections of contacts - useful for managing regions, sectors or similar. Contacts can be members of multiple groups at the same time. It's simple to create and manage a group.
We strongly recommend that if you intend to use the email marketing module, that you use custom fields to tag your contacts as your primary method to categorise your contacts. This is because if you use groups only, the same contacts in one group might be counted multiple times, if they are included in other groups. This is important because the cost of sending your emails are based on the number of contacts in groups that are used for email campaigns.
If you categorise your contacts using custom fields it is extremely easy and very quick to create or modify a group (literally it takes only seconds to add or remove contacts set using a custom field in a group). This means the same group (or list) used in an email campaign can be re-used over and over by adjusting the contacts in the group. This reduces the risk of double counting your contacts in your email lists and maximises the number of contacts you can send to for the lowest cost.
Click here to see the levels for email campaigns, based on the number of contacts (in the groups used for campaigns).
What can I do with groups?
The add groups feature has advanced search capability so this is really helpful when you want to define a particular category of contacts to be used for a marketing campaign. You can save a search for later reference. You can create as many groups as required.
Groups are used within the email marketing section and when creating call-lists.
Add a new group
To add a group, first choose the name of the group. Then create your group label , select the colour of the pill shaped icon. This will appear at the top of the contact view, so it is easy to see which groups each contact belongs to.
Add contacts to a group
There are three ways to add contacts into a group
1. Add a contact from the contact view:
Add a contact to a new group by choosing add to a group from the actions menu (PC on the right, mobile at the base of the contact details) and select the group that you wish to add the contact too.
2. Add or remove multiple contacts: Open the group by clicking on the (group) name. To edit the contacts select the + Contacts icon (on the right). In the free text search box type what you want to search for. Search by name, company, job title, notes, town (city), county (state) or postcode. Click search. Note: If you are searching for a partial post code it may be necessary to add a blank space after your search entry to avoid encompassing other possible search combinations, for example if searching for DA1 you will need to add a space, otherwise the results for DA15 (and other possible combinations) will be included also.
To refine your search further click on filter results. The filters are for the custom fields that you are using example: owner (the name of the person responsible for managing this contact) or contact status.
This displays all contacts meeting the criteria you have set. Add contacts individually or just select add all remaining contacts. If you wish to remove some contacts enter your new search request. Now you can choose to add or remove these contacts from the list. This enables you to build lists to meet your specific requirements.
3. Add individual contacts when you click on the +Contacts button your contacts will appear, you can select the Add to group button.
View group history
To view the group history choose the icon view group history (PC on the right, mobile at the base of the contact details). This displays all versions (history) of this group. You can choose to undo or view the group at an earlier point in time if necessary.
Comments