'Groups' is a feature that makes it easy to manage contacts in 'Donor Management' that share a particular trait.
Creating a group can save time when you want to message a specific audience about a topic. For example, you might want to make a group for people who have volunteered with your organization, or you may want to create a group for all donors who routinely give above a set amount.
Note: Groups can only be made using contact records (not donation records). If you want to group donation records, you will want to create a campaign or designation instead.
Step 1: Navigate to 'Groups'
From your 'Donor Management' Dashboard, click the 'Contacts' tab on the left navigation panel and then click 'Groups' from the newly expanded list.
Step 2: Create a group
You will be directed to your 'Groups' page where any groups you have previously created will be listed. Click the 'Add Group' button in the upper right corner of the page.
Step 3: Name your group and add contacts
On the 'Add Group' page, choose an easy-to-recognize and relevant name for your group. Then use the 'Add Individual Contacts' field to search for contacts to include.
Step 4: Save & Exit
Once finished, click the blue 'Save & Exit' button. You will be directed back to your main 'Groups' page, where you can now view and manage your newly-created group!
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