Managing a contact's groups

Learn how to manage the groups that a contact is in.

What we'll cover

  1. How to add a contact to an audience group
  2. How to remove a contact from an audience group

1 How to add a contact to an audience group

Audience - Batch actions

Here are the steps using batch actions:

  1. Find the contact in the audience
  2. Click on the checkbox to the left of the contact email.
  3. Click the actions dropdown button at the top left of the contacts table.
  4. Click "add to group."
  5. Select the group(s) you would like to add the contact to
  6. Click Add

Audience groups - Batch actions

Here are the steps using the edit contact screen:

  1. Find the contact in the audience
  2. Click on the contact to open the edit contact screen.
  3. Go to groups in the edit contact screen
  4. Check the group checkbox to which you would like to add the contact.

2 How to remove a contact from an audience group

Audience groups - Batch actions

Here are the steps using batch actions:

  1. Find the contact in the audience group
  2. Click on the checkbox to the left of the contact email.
  3. Click the actions dropdown button at the top left of the contacts table.
  4. Click "Remove from group."
  5. Click Remove
    Note: Removing a contact from a group will not remove the contact from the audience.

Contact dialog - Groups

Here are the steps using the edit contact screen:

  1. Find the contact in the audience
  2. Click on the contact to open the edit contact screen.
  3. Go to groups in the edit contact screen
  4. Uncheck the group checkbox that you would like to remove the contact from.

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