How to Add Contact Groups

Contact groups are an additional layer of structuring that event administrators can employ. The purpose of Contact Groups is to send targeted emails to select groups of people in the membership dashboard. This is similar to grouping members up based on similar qualities reminiscent of Custom Fields.

Creating Contact Groups from the Membership Dashboard

1. From the Membership Dashboard, navigate to Communications > Groups
2. Above the Groups table, select Create
3. Fill out the Name field
   1. Optionally, enter a description for the Group for further elaboration.

4. Select Save Changes

Assigning Contact Groups to Contacts

Once the contact groups are created, event administrators will need to assign them to the contacts. This can be done individually or all at once with a bulk upload.

To assign contact groups individually:

1. From the Membership Dashboard, navigate to Contacts > Profiles
2. Select the Contact you would like to adjust from the list
3. Scroll down to Personal Details
4. Under Contact Groups, select the relevant group
5. Select Save Changes

To bulk upload Contact Groups:

1. From the Membership Dashboard, navigate to Contacts > Profiles
2. Above the Contacts table, select the upload button
3. Select Download Template
4. With the new CSV file, enter the contact groups under the contactGroups column along with all the other information
5. Save the file and uploaded it by selecting the Click or Drag to Upload button

Bulk Editing Contact Groups

If members are already included in the member portal, they can still be edited simultaneously.

1. From the Membership Dashboard, navigate to Contacts > Profiles
2. Select the checkboxes of the members you would like to change
3. Above the Contacts table, select Actions > Bulk Edit
4. Scroll down to Contact Groups
5. Select the checkbox to enable editing
6. Under Contact Groups, select the group you would like to assign from the list
7. Select Save Changes

Sending Announcements to Contact Groups with Target Settings

With contact groups created and assigned, the final step is to include which groups to target for the announcement before sending it.

1. From the Membership Dashboard, navigate to Communications > Announcements
2. Above the Announcements table, select Create
   1. If the announcement is already created, select the announcement.
3. Scroll down to Target Settings
4. Under Contact Groups, select the group you wish to notify from the list
5. Select Save As Draft

At this point, your announcement is ready to be sent out.

1. Select the checkbox of your announcement
2. Select Actions > Send Bulk Announcement
3. Select Send to

The announcement will now be sent to the emails listed.

Downloading Contact Groups from the Membership Dashboard

Contact groups can be downloaded if needed.

1. From the Membership Dashboard, navigate to Communications > Groups
2. Select the download button

A .csv file will now be downloaded into your device.