Custom groups are static, meaning they must be changed manually. They can be particularly useful for RSVP events and follow-up email campaigns.
Creating a New Custom Group
There are a number of ways to create a custom group. One way is to navigate to Menu → Contacts → Groups, click on the Custom Groups tab, and then click + New Group. Give the group a descriptive name and click Submit to save the group.
There are, however, more efficient ways to create a new custom group while adding contacts to it at the same time.
Adding Contacts to a Custom Group
| Starting Page | Procedure |
| Contacts List Menu → Contacts → List |
Use the filters to segment the contacts. Select the contacts and click the Add to Group mass action button. Either add the selected contacts to an existing group, or use the “Add to new custom group” feature to create a new group while simultaneously adding the selected contacts.
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| Advanced Search Menu → Contacts → Advanced Search |
Use the advanced search to segment the contacts. Select the contacts and click the Add to Group mass action button. Either add the selected contacts to an existing group, or use the “Add to new custom group” feature to create a new group while simultaneously adding the selected contacts.
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| Contact Profile |
Use the micromenu at the top right of the page or scroll down to the Groups section and click the + Group button.
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| Email Campaign Statistics Page | Click on a statistic group (such as “unopened”) to create a list of contacts matching that statistic. Click the Add to Group mass action button and either add the selected contacts to an existing group or use the “Add to new custom group” feature to create a new group while simultaneously adding the selected contacts. |
Removing Contacts From a Custom Group
Just as there are several ways to add a contact to a custom group, there are also several ways to remove them from one. If you are already on a contact’s profile page, scroll down to the Groups section and use the micromenu to the right of the group to remove the contact from that group.
If you would like to remove multiple contacts from a group, navigate to the Custom Groups tab on the groups page (Menu → Contacts → Groups) and click on the group name. Select the contacts to remove and click the Remove From Group mass action button.
Watch the Video Tutorial!