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Groups Management

Groups Management allows you to organize contacts into logical collections for better organization and targeted communications. Groups are similar to groups in other Email Service Providers (ESP) that allow you to bucketize sources of contacts.

Overview​

Groups help you:

  • Organize contacts into logical collections
  • Send targeted email and SMS communications
  • Track engagement metrics by group
  • Maintain separate contact lists for different purposes

Understanding Groups​

What are Groups?​

Groups are containers for organizing your contacts. Each group:

  • Has a unique name
  • Maintains contact counts and engagement metrics
  • Can be organized within folders
  • Has a unique UUID token for identification

Group Metrics​

The system tracks the following metrics for each group:

  • Total Contacts: Total number of contacts in the group
  • Verified: Contacts with verified email addresses
  • Can Be Emailed: Contacts eligible for email communications
  • Subscribed: Contacts subscribed to email communications
  • Can Receive SMS: Contacts eligible for SMS
  • Opted In SMS: Contacts who opted in for SMS communications

Creating Groups​

Adding a New Group​

  1. Navigate to Contacts > Groups
  2. Click Add new Group
  3. Enter the group name
  4. Click Create Group

The system will:

  • Create the group with the specified name
  • Generate a unique UUID token
  • Make the group available for contact assignment

Managing Groups​

Groups List View​

The main groups page displays:

  • Group Name: The name of each group
  • Total: Total contacts in the group
  • Email Metrics: Verified, Can Be Emailed, Subscribed (toggle view)
  • SMS Metrics: Can Receive SMS, Opted In SMS (toggle view)
  • Actions: Edit, View, SMS options

Viewing Options​

  • Show Email Counts: Toggle to display email-related metrics
  • Show SMS Counts: Toggle to display SMS-related metrics

Editing Groups​

To Edit a Group​

  1. Click Edit next to the group name
  2. You can:
    • Update the group name
    • View the group's UUID token (read-only)
  3. Click Update Group Name to save changes

Group UUID Token​

Each group has a unique UUID token that:

  • Identifies the group in the system
  • Cannot be modified
  • Can be used for API integrations

Working with Groups​

View Group Contacts​

Click View to see all contacts in a group:

  • Opens the contacts list filtered by the selected group
  • Shows all contacts assigned to that group
  • Allows standard contact management operations

Send SMS to Group​

Click SMS to send messages to the group:

  • Opens the SMS sending interface
  • Pre-selects all contacts in the group
  • Allows bulk SMS communications

Folder Organization​

Using Folders​

Groups can be organized into folders:

  • Create folders to categorize groups
  • Navigate through folder hierarchy
  • Move groups between folders
  • Maintain organized group structure

Folder Operations​

  • Create Folder: Add new folders for organization
  • Change Folder: Move groups to different folders
  • Navigate Folders: Browse through folder structure

Group Types​

The system supports standard groups for contact organization. All groups:

  • Function the same way
  • Have identical features
  • Track the same metrics
  • Support both email and SMS communications

Best Practices​

Naming Groups​

  • Use descriptive names that indicate the group's purpose
  • Consider using prefixes for organization (e.g., "2024-Q1-Newsletter")
  • Keep names concise but meaningful
  • Avoid special characters that might cause issues

Organizing Groups​

  • Use folders to categorize similar groups
  • Regular review and cleanup of unused groups
  • Monitor group metrics to ensure data quality
  • Document group purposes for team clarity

Managing Contacts​

  • Regularly update group memberships
  • Monitor engagement metrics
  • Clean up inactive contacts periodically
  • Ensure contacts are in appropriate groups

Integration with Other Features​

Email Campaigns​

  • Select groups as recipients for email campaigns
  • Target specific segments based on group membership
  • Track campaign performance by group

SMS Campaigns​

  • Send bulk SMS to group members
  • Target SMS campaigns by group
  • Track SMS engagement metrics

Contact Management​

  • Assign contacts to multiple groups
  • Filter contacts by group membership
  • Bulk operations on group members

Troubleshooting​

Common Issues​

  • Group not appearing: Refresh the page or check folder location
  • Cannot edit group: Verify you have proper permissions
  • Metrics not updating: Allow time for system to recalculate
  • SMS not sending: Check that contacts have valid phone numbers and SMS opt-in

Tips​

  • Use the search and filter options to find groups quickly
  • Toggle metric displays based on your needs
  • Regularly review group metrics for data quality
  • Use folders to maintain organization as group count grows