Creating a Group

To create a Group:

1. Go to the Contacts section of your menu.

2. Select View Groups.

3. Click Add Group.

Add Group

4. Enter a name for your group in the modal that opens.

5. Click Create Group to save the new group.  

Name New Group



You can then add individual contacts by clicking the Add Contacts button and searching for their name or number.

You can also import a new list of multiple contacts by clicking the Import button and uploading a previously made CSV file from your computer. 

Import or Add to Group Final


Groups & Contact Tags

You can also create a group out of contacts who have the same Contact Tag

To create a group with the same Contact Tag:

1. Go to the Contacts section of your menu.

2. Select the tag you want to sort by in the Filter My List section

3. Select Apply Filters.

4. Click the checkbox to mass select all of the filtered contacts. 

5. Select Create a Group.

Contact Tag Group


Note: If the number of contacts with the Contact Tag goes on to multiple pages, you'll need to mass-select each page using the checkbox before creating the group. 


Further Reading

If you want to learn more about Groups, check out some of our other Help Center guides: