Create and Edit a Group of Contacts

This article covers the creation of contact groups. The end of the article explains how to remove a contact from a group.

Overview

Groups are a way to help you easily organize contacts.

Organizing contacts into groups is extremely efficient, giving you flexibility to:

  • See all groups by selecting Groups from the left sidebar
  • Filter for donations by group in Activities
  • See who is in a group on the Contacts page by using the filter: In Group: "group_name"

Groups also serve a purpose in our integrations with both MailChimp and Emma. The Groups you make in Kindful equate to your "Send To" lists in Emma (Audience Lists) and in MailChimp (Segments).

Creating a group

Go to Contacts on the left sidebar.

Select the contacts with which you'd like to start the group

Click Add to Group from the right sidebar.

add-group.gif

To add the selected contacts to an existing group, select the existing group from the list.

To create a new group with those contacts, select the box at the bottom and type in the new group name.

 New_group.png

 
Viewing a group

After you've made a group of contacts, you can view this group by going to Groups on the left sidebar.

view_groups.png

From here you can select Edit to add more contacts to your group, or click on the group name to get more info on the group and view its members.

view_one_group.png


Removing a contact from a group

There are a few ways you can remove contacts from a group.

After you've gone to Groups and selected the group you want to look at, you can select View Members from the right sidebar.

This will take you to the Contacts page, where you will see a list of contacts belonging to that group. From here, you can do one of two things:

1. Remove multiple contacts at once

Select the checkboxes for each contact you'd like to remove from the group.

After choosing, select Add/Remove Group from the right sidebar (the same button you pressed to add the contacts to a group earlier).

Instead of choosing to add the selected contacts to a group, you'll choose Remove selected contacts from group.

OR

2. Remove a single contact at a time

Select a contact to view that contact profile.

Look for the box labeled Groups and select Edit Groups. This will show a list of the groups that contact is in.

Select Remove on the right to remove the contact from that group.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

  • Avatar
    bob.allen

    How does one create a group?