Groups are very handy to have, it makes emailing information out a one step function.
You're able to create Groups for whatever purpose you need. They're good for doing all sorts of 'housekeeping' in your Organisation e.g. Bulk Importing into Membership, Emailing and even sending SMS messages.
Go to Contacts > New Group
Give your new Group a Title (something that helps you find it in the Groups list).
You can add a Logo or identifying image and give the Group a Description.
If required, you can create a Group based on an existing one, using the (optional) Populate from dropdown and select a Group i.e. Members, Supporters etc.
Save. You can only add Groups to a Group when creating it.
Your new Group is created and you are able to Add Contacts as required.
To Add Contacts to a Group:
Click the green Add button
In the search field search for the individual contacts that you would like to add.
To the right of the Contact you want to add to the group - as you enter a name or email address (if known), select the Contact you want. Add as many Contacts as required. Select Add.
Select Overview to see the newly added Contacts.
Remove Contacts from a Group
To remove a Contact from a group click on contact's name and then click on the Remove from Group option in the grey Actions dropdown.
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