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Managing your audience groups

Creating a new group

You can create any number of groups to organize contacts by interest, category, geography or more. There is no limit to the number of groups you may create.

How to create a new group:

  1. From the main Audience page, select the Create a new group button. Type a group name into the field provided.
  2. Click Create group.

You can create as many groups as you like. You may also remove groups at any time by selecting "Delete this group" from the options dropdown menu beside that group's name.

Deleting a group

You can delete a group at any time without deleting the contacts in that group from your audience. To do this, simply select the 'Delete this group' option from the dropdown menu to the right of any group name.

To delete multiple groups at once, check the groups and use the main options button in the top-right corner of the audience list. Choose 'Delete selected.'

Want to delete all of the contacts in a group from your audience? Check out how to delete contacts.

How to copy contacts to another group

  1. From the main Audience page, click on the name of the group that contains the contacts you'd like to copy.
  2. Select the contacts you want to copy by checking the box to the left of their name. If you'd like to copy everyone in the group, use the menu just above the names to take all of the contacts.
  3. Click copy them in the audience menu at the top of the screen, and choose Copy to groups.
  4. Choose your destination group(s) from the menu, and click Copy.

     

The contacts you copy will remain in the original group. If you no longer want to keep the original group after moving its members, return to the main Audience page, and delete the group.

Helpful tip 

Your groups help you organize, but they also help you target important groups -- donors and volunteers; customers and prospects; or patrons and vendors. By separating your contacts into smaller subsets, you'll be able to tailor the messages you send in a way that can make recipients more apt to respond.

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Last modified
09:30, 25 Apr 2017

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