Segmenting your contacts into Groups allows you to send targeted communications to your clients and prospects. Say you only want to send your Video of the Month campaign to a certain set of your contacts, or you'd like to send a custom email to contacts in a certain city or neighborhood. Add those contacts to a group, and you can quickly send messages to just those contacts. 

Click here for more information on updating your campaigns' audience. 

There are two ways to assign contacts to a group:

  1. Import a CSV with a new group name in the "Groups" column

  2. Manually assign contacts to a group

Import a CSV 

If you have a lot of contacts already in your admin and would like to assign a chunk of them to a new group, it's easiest to export your contacts, update the CSV and import your contacts to update them: 

  1. Navigate to Contacts >> Manage Contacts:

  2. On the Contacts page, click the gear icon and select the option to "Export CSV." All of your contacts will be exported and a CSV will be downloaded in your browser.

  3. Open your CSV and find the "Groups" column. Add your new group(s) to this column, separated by a comma.
    You can add a user to as many groups as you need - just include them all in the "Groups" column and be sure to separate each group name with a comma.
    You may need to add a "Groups" column to your CSV if you don't have any groups set up yet. 

  4. Save your CSV, navigate back to the Contacts page, click the gear icon, and this time select "Import CSV."

  5. A modal will open asking if you'd like to "Update and add to existing contacts" or "Add to existing contacts." Select "Update and add to existing contacts."

  6. Upload Your CSV, and be sure it is mapped appropriately. 

Note: when importing a new set of contacts, you can include a "Groups" column on that CSV. Once imported, those new contacts will be assigned to those groups.

Voila! You will see a confirmation message after your import is complete, confirming that your contacts have been updated or added. 

Manually Assign Contacts to a Group

  1. Navigate to Contacts >> Manage Contacts.

  2. Select the user(s) you want to add to your group (you can do this multiple times - no need to find/select all the applicable users immediately) 

  3. Click "Add to Group" and either assign the users to an existing group or create a brand new group. 

Watch our webinar: Back to Basics: Contacts

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