Create a Contact Group

The Contact Groups feature allows you to email selected groups for marketing purposes. If you regularly send invitations to just some contacts, you can create a group and save yourself some time.  Your group could be for a committee or board, interest groups, sponsors or anything.

To be available to be added to a Group, a person must be subscribed to emails. This means that when making a booking, they opted into receiving further information updates.  This article covers:

• How to create a group manually
• How to add  add people to a group
• How to remove people from a group
• Automated add to group options

Create a group name

1. Go to Contacts > Contact Groups.
2. In Group Name, enter the name of the group then choose Add.

Add people to a group

1. Go to Contacts > Contact Groups.
2. Scroll to the group name in the list and click the Add/Edit button.
3. This takes you to a list of possible Contacts.  To find a contact quickly, use the search box. Then move the contact from the full list (on the left) to your Group (on the right) by selecting the person's name and clicking the > Right arrow. [Note:  If you can’t find them in the Contact list they might already be in the group, they may not be in contacts or they may not be subscribed to your marketing list]
4. To select more than one name at a time, use SHIFT key and the Arrow key on your keyboard to highlight the names, then choose the > Right arrow to move them to the Group. 
5. When you have finished adding your names, choose Update.

You can import groups using a CSV in the Import Contacts tab. See our guide Import Contacts or Upload Contacts.  You can also have people auto-added to contact groups as they book. 

Remove people from a contact group

1.  Go to Contacts > Contact Groups.
2. Scroll to the group name in the list and click the Add/Edit button.
3. Find the contact from the Group list on the right. To find a contact quickly, use the search box. Then move the contact from the Group (on the right) back to the Contacts list (on the left) by selecting the person's name and clicking the Left arrow < 
4. To select more than one name at a time, use SHIFT key and the Arrow key on your keyboard to highlight the names, then choose the Left arrow <  to move them out of the Group. 
5. When you have finished removing your names, choose Update.

You can also import groups (either adding to existing groups or fully replacing them) using a CSV in the Import Contacts tab. See our guide Import Contacts or Upload Contacts.

Automated add to contact group options

Bookers can be automatically added to groups as they book (providing they opt into emails during the booking process).  You can automatically add bookers to contact groups using the check-box on the course or event  information page when you create or edit a template or an instance. The options available are:

• Ticket Type (one booker may be auto-added to more than one group if this is offered)
• Course of event name
• Course or event type
• Course or event 'area' value
• Any other existing group
• Any other group you set up in your course or event information.