Contact groups allow you to segment available contacts.
To switch to working with groups, you need to select Contacts from the menu on the left and then Lists from the opened submenu. By default, several groups are automatically created there:
- All contacts;
- All partners;
- My contacts;
- All customers.
All the groups you have created yourself are also displayed on the page.
The form allows you to:
- add and edit categories;
- configure the output of groups by certain criteria, with the help of the filter;
- add groups to favorites;
- enable / disable auto-series of letters;
- test autoseries;
- view group reports;
- delete groups.
The filter allows you to select groups by specified criteria.
You can select groups by:
- a certain category;
- name – if you enter the whole title, one group will be selected, if you enter a fragment, all groups where the fragment is part of the name will be selected;
◦ client (those who made a purchase);
◦ information (those who are subscribed to the newsletter).
It is not necessary to fill in all the fields of the filter. You must specify the filter values and click the Search button. The groups corresponding to the filtering conditions will be displayed in the table. To display a complete table, click the Filter button, and then click Clear.
Adding and Editing a Group
To add an ordinary group, use the Add button.
To add an auto group (the group to which contacts are added automatically when the specified conditions are met), use the Auto Group button.
For inactive contacts, you can use the Inactive button to configure specific auto groups to which contacts will be added after a specified period of inactivity (do not open letters / do not click on the links in the letters).
To edit an existing group, click on its name in the Name column.
Adding and editing categories
Categories allow you to combine several thematic groups into one array. This can be convenient if you have several areas of work that are radically different from each other (for example, projects for the early development of children and for weight loss). If you have categories, you can select all groups of contacts for the same subject with a single click.
To go to the form for adding and editing categories, click the Categories button.
Activation and deactivation of auto-series letters
You can, if necessary, disable the sending of an automatic series of messages configured for this group of contacts. To do this, drag the slider at the green button in the Auto series column to the left. The button will change color to black, and the distribution of the auto-series will be stopped.
To enable the auto-series, you must move the slider to the right. The newsletter will be resumed.
Clicking on an asterisk in the first column of the table allows you to mark the group as a favorite. The asterisk will change color from gray to yellow.
Such groups are displayed at the top of the table.
The Test button allows you to send all emails of the auto-series to the test address specified in the mailing settings. This will allow you to evaluate the appearance of emails in the mail client.
Here you can see the report on the sources of the funnel and the report on the cohorts of the funnel of the selected group.
To delete a group of contacts, click on the cross in the last column of the table.
To import contacts from a file into a group, click on the corresponding import sign.
In the import window that opens, select a file in the specified format from your computer and import contacts into the group.
For more information on importing contacts from files, see this Knowledge Base article.