Groups are a feature that makes it easy to manage certain contacts in Donor Management that share a particular trait.

Creating a group can go a long way in saving you time when you want to message a specific group of contacts about a certain topic. For example, you might want to make a group for people who have volunteered with your organization, or you may want to have a group for all donors who routinely give above a certain amount.

It’s important to remember that groups can only be made with contact records (not donation records), to group individuals together. If you want to group donation records together, you’ll want to create a campaign or designation instead.

To create a group, you’ll want to click on the “Contacts” tab within the menu located to the left of your screen. That should then expand and you should select the “Groups” tab that appears.

You should then see a page that lists all the groups your organization has previously created. (If this is your first group, not to worry! You should see a message inviting you to create a new group.)

Once the page reloads, you can click on the blue “Add Group” button in the top right corner.

You’ll then be asked to give your new group a name.

You can also add individual contacts who are already in your system by typing their name in the “Add Individual Contacts” field, and selecting the correct contact from the drop-down menu.

Once you’re ready, click the blue “Save & Exit” button. You’ll be directed back to the main “Groups” page, where you should now see your newly-created group listed (along with any other groups you’ve already made)!