Contact Groups

Contact Groups allow you to filter contacts based on what they have in common. Contact Groups can then be used to:

  • Send campaigns
  • Perform actions on a large number of contacts
  • Update fields or tags

Contact Groups Overview

Contact Groups can be created with 12 different filter types. 

Sales Marketing Experience
Example Sales Contact Groups

Incoming Leads - Contacts with the Activity "Inbound Call" submitted in the past 3 Days with Specific Role "Business Development Rep"

Email Opened - Contacts with the Message "Schedule a Demo" Opened in the past 7 Days

Visited Website - Contacts with the Interaction Type Click

Find Contact Groups

If a Contact Group has previously been created, you can find it using these steps. 

  1. Select Data
  2. Select Contacts
  3. Next to All Contacts, click on the V icon
  4. Select the Contact Group you would like to view

Finding_Previously_Created_Contact_Groups.png

  Hint

Start typing the name of the Contact Group to quickly find it

Hint_Type_the_contact_group_name.png

Create a Contact Group

  1. Select Data
  2. Select Contacts
  3. Next to All Contacts, click on the   icon
  4. Type Group Name
  5. Choose Filter

Creating_a_Contact_Group.png

  1. Complete next steps based on the Contact Group you are trying to create
      • Complete filter fields
      • Select Choose Filter to add another filter to your Contact Group criteria
      • Select Apply Filter to view the contacts that meet this criteria
      • Select Save Group to reference this Contact Group in future searches

Creating_Contact_Groups_2.png

 

  Hint

If you have multiple filters setup, use the Any and All buttons. These allow you to control what criteria the contact needs to meet, to be included in the Contact Group. 

Any_and_All_button.png

  • Any - The contact must meet at least one of the filters to be included in the Contact Group
  • All  - The contact must meet all of the filters to the included in the Contact Group

Delete Contact Groups

  1. Select Data
  2. Select Contacts
  3. Next to All Contacts, click on the V icon and search for the Contact Group
  4. Next to All Contacts, click on the   icon
  5. Select Delete Group

Delete_contact_group.png

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