Adding contacts to a group you’ve already created is easy!

First, you will want to create the group where those contacts will be added. Please remember - a group must be created before you can add contacts to it!

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’ll then want to select the contacts that you’re looking to add to the group and select those contact by clicking the small box in the top-left corner of the contact records.

You can manually select multiple contacts you’d like to add, or you can use a filter to isolate out a specific set of contacts and add them all at once.

Once you’ve selected the desired contacts, you’ll want to click on the “Bulk Actions” button, and select “Add to Group” from the drop-down menu.

A pop-up window should appear where you can select which group you’d like to add those contacts to.

Once you’ve selected a group, click the blue “Add to Group” button.

You can also add multiple people to a group at once through our Self-Importing Tool.

To do so, you can create a column in the spreadsheet you're looking to upload and title that column to match the name of an existing group you've created in Donor Management.

Then, you can simply add an "X" to the correct cells in that column, and anyone with an X next to their contact record should be automatically added to that group!