RateUp Documentation
Contacts

Groups

Explicit lists of contacts, used mainly as campaign audiences.

A group is a list you put contacts into deliberately. Groups are what campaigns are sent to.

Contact groups

Creating a Group

Click Create Group.

Give it a name that describes the audience, not the campaign — Newsletter subscribers outlives March mailer.

Add members, from the group page or by bulk-selecting in the contacts list.

Use Search contact groups… to find one once you have several.


Adding and Removing Members

FromHow
Contacts listSelect contacts → Add to Group
Group pageAdd members directly
ImportAssign a group during import

Removing someone from a group does not delete the contact — it only takes them off that list.


Groups vs Labels

This is the distinction people get wrong most often:

GroupsLabels
AreLists you buildTags describing a trait
Answer"Who should get this campaign?""What is true about this person?"
Visible in the InboxNoYes, on every conversation row
Typical nameNewsletter subscribersVIP, Refund pending

Rule of thumb: if you would ever want to send something to it, it is a group. If it describes what someone is, it is a label.


Designing Your Groups

  • Keep them purposeful — a group nobody sends to is dead weight
  • Prefer a few durable groups over one per campaign
  • Build segments by filtering on labels and lifecycle rather than creating a group per combination
  • Review membership before big sends; groups drift

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