Adding contacts to a group

Modified on Tue, 28 May 2019 at 05:03 PM

This can be done when contacts are first uploaded to the platform, so in this instance we are assuming you would like to add existing contacts to a group. This can be done from the Manage Contacts page, under "contacts" in the dashboard menu.

As you can see, there are currently no groups. To create one, enter a name in the group name field in the top right, then click

Your group should now appear underneath the groups heading on the right hand side of the page. To add contacts to a group, select each one with the checkbox on the left hand side and click

Check the box of the group you would like to add your contacts to, then click

And that's it! Your contacts should be allocated to your chosen group. The number next to the group name will increase from 0 to however many people you added. To see who is in this group, you can click the group name on the right hand side.

From here, you can search the group, export the group as a CSV or remove individual members. To remove a group, see Removing Groups

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