How to Create Groups and Add Contacts to Groups?!
Follow these steps to create groups and assign contacts or leads:
Creating Groups (Under Automation)
Navigate to the Automation Section:
From the main dashboard, go to the "Automation" tab.
Access the Groups Section:
Select the "Groups" option from the Automation menu.
Create a New Group:
Click on the "Create Group" button.
Enter a name for your group (e.g., "Leads from Social Media").
Add Details (Optional):
Provide additional details like a description or tags to define the group.
Save the Group:
Once complete, click "Save" to create your group.
Adding Contacts or Leads to Groups
Option 1: Using the Contact List
Navigate to Contacts:
Go to the "Contacts" section from the main menu.
Select Contacts or Leads:
Use the checkboxes to select one or multiple contacts you want to add to a group.
Assign to a Group:
Click the "Assign to Group" option.
Choose the specific group from the dropdown menu.
Confirm Assignment:
Click "Confirm" to complete the process.
Option 2: Adding Directly from the Group Section
Go to Groups in Automation:
Navigate to the group where you want to add contacts.
Edit Group Members:
Select the group and click "Edit" or "Add Members".
Search and Select Contacts:
Use the search bar to find specific contacts or browse through your list.
Save Changes:
After selecting the members, click "Save" to finalize.
Tips for Effective Grouping
Define Criteria: Use clear and consistent characteristics when creating groups.
Regular Updates: Regularly review and update groups to keep them relevant.
Automation: Utilize automation workflows to assign contacts to groups based on actions or attributes.