Managing your audience groups

Creating / archiving a group

You can create any number of groups to organize contacts by interest, category, geography or more. There is no limit to the number of groups you may create.

How to create a new group:

From the main Audience page,head to Groups and select the Create a group button at the top right. Type a group name into the field provided.

Click Create group.

You can create as many groups as you like. You may also remove groups at any time by selecting Archive from the options dropdown menu beside that group's name. To archive multiple groups at once, check the groups and use the top Archive button that appears above the contacts.

How to add contacts from one group to another

From the main Audience page, click on the name of the group that contains the contacts you'd like to add.

Select the contacts you want to copy by checking the box to the left of their name. If you'd like to add everyone, make no selections. Use the Actions button just above the contacts and choose Add to group(s).

The contacts you add will remain in the original group. If you no longer want to keep the original group after moving its members, return to the main Audience page, and delete the group.

Helpful tipĀ 

Your groups help you organize, but they also help you target important groups -- donors and volunteers; customers and prospects; or patrons and vendors. By separating your contacts into smaller subsets, you'll be able to tailor the messages you send in a way that can make recipients more apt to respond.

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