How to Create a Contact Group?

Modified on Tue, 25 Jul, 2023 at 3:20 PM

You can view the video procedure or follow the steps below. This video procedure is available with English subtitles. Start the video, click on “⚙️” and on “Subtitles,” and choose “English (Canada).”

Steps to Follow

1. Go to the “Data” tab and the “Contacts” subtab.

2. Click on “+” next to “Contact groups.”

3. Select the contacts that you want in the contact group.

4. Click on the three dots next to “Contact groups.”

5. Name the contact group.

6. Click on “Add” and on “OK.”

7. To send an email to the group, go to the “Communications” tab and the “Emails” subtab.

8. Click on “Add” at the top right.

9. Next to the “Recipients” row, click on the icon of a person with a plus sign.

10. Click on the arrow next to “Contact Groups.”

11. Select the group.

12. Click on “OK,” enter your message, and click on “Send.”

13. To send a text message to the group, go to the “Communications” tab and the “Text Messages” subtab.

14. Repeat steps 8 to 12.

You have now created a contact group.

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