Groups Overview

Groups allow you to organize contacts into meaningful collections. They help teams segment contacts, manage large contact lists efficiently, and perform group-based actions such as messaging or bulk updates.

What Are Groups?

Groups are collections of contacts created to organize contacts based on:

• Campaigns
• Customer types
• Teams or departments
• Events or programs
• Any custom business requirement

Each contact can belong to one or more groups.

Groups Dashboard

The Groups dashboard displays all contact groups as cards, making it easy to browse and manage groups at a glance.

Each group card shows:

• Group name
• Assigned team
• Total number of members
• Group creation date
• Action menu for managing the group

What You Can Do with Groups

Using Groups, you can:

• Create new contact groups
• Add or remove members from a group
• Import contacts directly into a group
• Manage group membership across teams
• Quickly access and manage grouped contacts

When to Use Groups

Groups are especially useful when you want to:

• Segment contacts for targeted communication
• Manage contacts by team or department
• Organize contacts imported from external sources
• Track and manage members of a specific program or campaign

What’s Next?

From the Groups section, you can:

• View all groups in the Groups List
• Create new groups
• Open a group to manage its members and settings

Continue with:

• Groups List – View and manage all groups
• Group Details – Manage members inside a group