Groups are how you organize contacts for targeted messaging. Instead of sending every campaign to your entire contact list, groups let you segment your audience so the right people get the right messages. You can create as many groups as you need.
Standard Groups vs. Dynamic Groups
Standard Groups are manually managed. You add customers to a group during import, through a keyword opt-in, or by manually assigning them. customers stay in the group until you remove them.
Dynamic Groups update automatically based on contact attributes. If a contact's data matches the group criteria, they are included. If it no longer matches, they are removed. Dynamic Groups are covered in their own section.
How to Create a Group
Step 1: Navigate to customers
Click Contacts in the left-hand navigation and locate the Groups section.
Step 2: Create a New Group
Click Create Group and give it a descriptive name. Choose a name that makes the group's purpose clear to anyone on your team — for example, "Members," "Staff," "Event Attendees," or "VIP Clients."
Step 3: Add customers to the Group
You can add customers to a group in several ways:
- During import: Select the group when importing contacts via spreadsheet.
- Via keyword opt-in: Link a keyword to a text-to-join campaign that adds customers to the group automatically.
- Manually: Open a customer's profile and assign them to the group.
- From the group view: Select multiple customers and add them to the group in bulk.
Step 4: Add a Group Response Message (Optional)
You can attach an automated response message to a group so that when a new customer is added (via keyword or another trigger), they automatically receive a welcome message or relevant information.
Using Groups with Campaigns
When creating a campaign, you select which group (or groups) should receive the message. This is what makes groups powerful — you can send a promotion to your "VIP Clients" group, a policy update to your "Staff" group, and an event reminder to your "Event Attendees" group, all without overlapping audiences.
Tips & Best Practices
- Create groups before you import so you can assign customers to the right group during the import process.
- Use descriptive group names that any team customer can understand at a glance.
- Avoid creating too many overlapping groups. If the same customer is in five different groups that receive similar messages, they may feel over-messaged. Use groups strategically.
- Review group membership periodically to remove customers who are no longer relevant or who have opted out.
Common Questions
Can a customer belong to multiple groups?
Yes. A customer can be in as many groups as needed. They will receive campaigns targeted at any group they belong to.