Add group step
Learn how to use the Add group step in Tarvent Journeys, what it does, and when to use it in your automation flow.
What we'll cover
1 Concepts
What this step does
The Add group step adds a contact to one or more groups when the contact reaches the step.
Common settings you will see
- Name
- Groups
- Apply to which contacts
- Delete
- Save
2 How to configure this step
Here are the steps:
- Open the journey, and add or click the Add group step.
- Select the group or groups to add the contact to.
- Set Apply to which contacts if needed, and click Save.
3 Use cases and business examples
- Audience organization: Add contacts to a group used for campaigns or reporting.
- Journey outcomes: Add contacts to a group after they complete a key part of the journey.
- Operational lists: Add contacts to a group for a team process or follow-up.
4 Step notes
Here is how this step behaves in a live journey so you can configure it with fewer surprises.
- For each group that the contact is added to, an event is triggered that journeys can listen to.
- If the contact is already in the group, no event will be generated.
5 FAQ
Can I use contact criteria with this step?
If the step includes Apply to which contacts, you can limit the step to all contacts or only contacts that match criteria.
Can I edit this step in a running journey?
Yes. You can edit the step in a running journey. Changes usually apply quickly, so test carefully.
What happens if this step is not configured?
A step that is not fully configured may be skipped in a running journey until you finish the setup.
6 Need help?
If you need help setting up journeys, contact support. We’re happy to help.