Contact Groups

View all contact groups

The Groups Dashboard shows every group in your organization. Open a group to see its members, rename it, or add and remove contacts.

Groups are lists you send to. One contact can sit in many groups; the person stays a single record. Membership does not change subscription status — that stays on the contact.

Create a group

1. Go to Contacts → Groups
2. Click Create Group
3. Enter a descriptive name (e.g. VIP Customers or Free Trial)
4. Click Create Group (or press Enter)

Rename a group

Currently, only the name of a group can be edited. Renaming does not change members or how the group is targeted.

1. Go to Contacts → Groups
2. Click a group to open its detail page
3. Edit the name in the header
4. Click Save (or press Enter)

Add contacts to a group

1. Open a group from Contacts → Groups
2. Click Add Contacts to Group
3. Search and select contacts (or Select All)
4. Click Add Contacts

Remove contacts from a group

1. Open the group from Contacts → Groups
2. Click the member row menu (···) → Remove from Group
3. Confirm removal

Delete a group

1. Open Contacts → Groups (or open the group detail)
2. Click the row menu (···) → Delete (or delete from detail)
3. Confirm permanent removal