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Adding, Editing, and Deleting Contact Groups
Adding, Editing, and Deleting Contact Groups

This article will teach you the basics of adding, editing, and deleting Contact Groups.

Kristina Patten avatar
Written by Kristina Patten
Updated yesterday

What Are Contact Groups?

You can use contact groups to organize your contacts into groups to filter when creating your Contact Tables & Segments.

For Example:

If you wanted to share a list of all your Home Inspector contacts with one of your Agents, you could create a contact table with the Contact Group filter narrowed down to Home Inspectors.

Below, you will learn how to add a Contact Group, edit an existing Contact Group, or delete a Contact Group from your account.
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Adding Contact Groups

Step 1:
To add a new contact group, go to your hammer icon, and click on Filters.

Step 2:
Select Contact Groups from the choices on the left side.

Step 3:
In the text box, type the name of the contact group you want to add and click Create Group. The Contact Group will appear in the list on the right side.

Editing Contact Groups

To edit a contact group name, you will need to be on the Contact Groups page under Filters.

Once there, click on the name of the group you want to edit which will change the background to purple. Make the edits you need before pressing Enter/Return on your keyboard for the changes to be saved. The background will go back to white once you are done.

Deleting Contact Groups

Any Contact Group can be deleted by clicking the trash can icon. This will permanently delete the group so be sure you want to remove it and not edit it instead.

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