Groups
Explicit, team-owned lists of contacts — create them, manage members, import straight into them, and send campaigns to them.
A group is a list you put contacts into deliberately. Groups are what campaigns are sent to. Every group belongs to a team.
Each group is a card showing its icon, name, how many members it has, owning team and creation date. Click a card to open the group. Use Search contact groups... to find one once you have several.
Create a Group
Click Create Group. The Create New Group dialog opens.
Enter a Group Name. Name the audience, not the campaign — Newsletter subscribers outlives March mailer.
Pick the team that owns it under Select Team. This is required.
Optionally Upload Icon — an image shown on the card.
Click Create Group.
To rename a group, change its team or icon, open the card's ⋮ menu and choose Edit Group.
Inside a Group
The top of the page shows the group's icon, its name, how many members it has and the owning team.
| Control | What it does |
|---|---|
| Groups | Return to the list |
| Icon | Click to open Group icon — Upload new icon (a square image, at least 200×200 pixels) or Remove icon |
| Rename | Edit the name in place — Enter or ✓ saves, Esc or ✕ cancels |
| Delete Group | Delete the group — see below |
Below sits the members table. Search it with Search by name or phone....
Add Members
There are three ways to put people in a group:
| From | How |
|---|---|
| The group page | Add existing, New contact or Import |
| Contacts list | Tick contacts → Add to Group |
| A contact's details | Groups → Add to group, or the Group field when adding or editing a contact |
From the group page
| Button | What it does |
|---|---|
| Add existing | Opens Add existing contacts — "Tick the contacts to add to" the group |
| New contact | Opens Add Contact. The contact you create lands in the group |
| Import | Imports a file — "Each row becomes a contact in this group." |
Click Add existing.
Find people with Search Contact, or narrow the list with the group picker (to pull members of other groups) and the label, stage, source and custom-field filters. Current members are shown ticked and locked.
Tick the contacts you want — or Select all on this page — and click Add N contacts.
While a search or filter is active, Add all matching adds every contact that matches, across all pages. Anyone already in the group is skipped.
Importing into a group works like the main contact import — same columns, same Update contacts that already exist and header-row switches, same background progress — but every valid row in the file is also added to this group, whether the contact was created, updated or left as it was. The summary adds an Added to this group count.
Remove Members
Tick members in the members table.
Click Remove from group. Clear selection unticks them instead.
You can also remove one person from a group in their contact details — in the Groups section.
Removing someone from a group does not delete the contact — it only takes them off that list.
Delete a Group
Use Delete Group on the group page, or ⋮ → Delete Group on its card, and confirm "Are you sure you want to delete this group?"
Deleting a group removes the list only. Its members stay in your contacts, in their other groups, with everything else about them intact.
Groups vs Labels
This is the distinction people get wrong most often:
| Groups | Labels | |
|---|---|---|
| Are | Lists you build | Tags describing a trait |
| Answer | "Who should get this campaign?" | "What is true about this person?" |
| Owned by | A team | The whole organisation |
| Visible in the Inbox | No | Yes, on every conversation row |
| Typical name | Newsletter subscribers | VIP, 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
- Review membership before big sends; groups drift
Related Pages
- Campaigns — the main consumer of groups
- Labels
- Managing Contacts