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Groups: Navigation & Editing
Groups: Navigation & Editing

Organising Contacts and Outlets into Groups

Ashvin Jalabhay avatar
Written by Ashvin Jalabhay
Updated over 9 months ago

Firstly, navigate to your Groups by the following

Once there, you can navigate/edit your groups in several ways:


Searching through Groups

On the left side, you will see the list of filters allowing you to firstly search your groups by name

You may also use further filters to search your groups. Click the switch to see those groups that only your organization has created

Further filters are explained below

Group Content - Allow you to find groups which only contain either Contacts or Outlets.

Group Type - Breaks down into the type of contacts contained by the group.

Target Outlet List - Allows you to toggle those lists which are being used as Target Outlet Lists.


Filtering within a Group

Once you have located a Group of your choosing, if you click the name of the Group, you can utilize the filters on the left to target the list even further

Creating a smaller Group from a Master Group

After filtering/refining your Group, you have the ability to add those remaining or those that you select, to a brand new Group

Type the name of your new Group, and then click "Create and Save"


Rename Or Delete your Groups

If you would like to rename or delete your Group, click the Ellipsis at the top of the screen and click the option required


Export Group Data

After selecting your contacts within your Group, click "Export CSV" and your selected contacts will be downloaded in Excel format.


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