Contact groups let you organize contacts into logical segments — by industry, campaign target, source, or any criteria that makes sense for your workflow.
Creating a Group
- 1
Go to Contacts → Groups tab.
- 2
Click 'Create Group'.
- 3
Enter a name (must be unique within your organization), optional description, and color.
- 4
Save the group.
Adding Contacts to Groups
You can add contacts to groups from the group detail page. Adding members is idempotent — if a contact is already in the group, it's silently skipped.
Using Groups in Campaigns
When creating a campaign, you can select entire groups in the Contacts step. All members of the selected groups are enrolled in the campaign. This is the fastest way to target a specific audience.
Deleting a group removes the group and its memberships but does NOT delete the contacts themselves. The contacts remain in your database.
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Deleting Contacts
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