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Organizing Contacts into Groups

Contacts integrates with Email Invitation so you can easily send surveys to groups of contacts you create.

To access your Contacts, sign in and click your username in the top-right corner of your account.

Creating & Editing Groups

To create and edit a group:

  1. At the bottom of the left sidebar, click + New Group.
  2. Enter a name for the group and Save.
  3. Click the black down arrow to the right of a group to rename, copy, export, or delete the group.
TIP! If you copy and paste contacts directly within the Send To field in Email Invitation, you can save them as a new group that'll automatically appear in Contacts.

Adding Contacts Groups

If you don't have any contacts yet, click + New Contacts at the top of the page to add or import contacts.

To add contacts to a group:

  1. From the All Contacts group, check the box next to one or multiple contacts.
  2. At the top of the list, click Add to Group.
  3. Select an existing group from the drop-down menu.
  4. To add the contacts to multiple groups, click Add to Group again and select another group.

Each group can hold up to 10,000 contacts. If you create a large group, please remember there is a daily message limit.

Removing Contacts Groups

To remove individual contacts from a group:

  1. Click the group in the left sidebar.
  2. Check the box next to the contacts you wish to remove.
  3. At the top of the list, click Remove from Group.

If you remove contacts from a group or delete a group, the contacts remain in other groups you've assigned them to, as well as under All Contacts. Click a contact's email address for the option to permanently delete a contact from all groups.

Deleting Groups

Click the black down arrow to the right of a group to delete it.

Deleting a group does not delete the contacts from Contacts—they'll still appear in All Contacts or any other groups you've added them to.

If the group is added to an Email Invitation that has messages scheduled or saved as drafts, the recipients will be removed from these messages.

Opted Out or Bounced

If you add or import an email address that bounced or opted out, the contact is automatically added to an Opted Out or Bounced group. These contacts also appear in blue or red font in the contact list.

Use groups to send survey invitations to specific contacts using the Email Invitation Collector. Click the down arrow to the right of a group to copy, rename, or delete the group.

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