Create a Group

Method 1: Create Group During Import

When you import contacts, select [Create Group] under [Action] of [Group Creation] settings.

To view the details, please check the article: Import Contacts - Create Group.

Method 2: Create Group After Import

Step 1: Go to [Data Import]

Click [Tools] at the top right corner of the screen.

Select [Data Import].

Step 2: View Import Report

Click [Import ID] to see particular import report.

Step 3: Save Imported Contacts as Group

Under [Import Results], click [Create Group] button to save successfully imported contacts into a group.

Method 3: Create Group with Tagging

Step 1: Tag Contacts

Enter the [Contact] section. Click the [Star] icon next to the contacts which you want to add to a group.

Step 2: View Tagged Contacts

View [Tagging Basket] by clicking its icon in the top bar.

Step 3: Add Tagged Contacts to Group

On the bottom of Tagged Items, you can see buttons for bulk actions. From drop down list [More Actions], select [Add to Group], then click the [Go] button next to it.

Step 4: Enter Group Details

Fill in the [Group Details]:

Action: Select [Create Group].

Group Type: Select [Static].

Sharing: Decide whether to share your group. Keep [Personal] if you do not want to share to other users.

Group Name: Give a name to the group.

Group: If you have chosen [Append to Group] or [Overwrite Group] in [Action], then you have to select a group only correspondingly, else you will not be asked for this option.

Click the [Save] button after filling in the form.

Method 4: Create Group with Selection Criteria

Step 1: Go to Group

First, go to [My Setup].

Then select Group.

Enter the [Campaign] section, then click [Group] at the top right corner.

Step 2: Create a Group

Click [Create Group] at the top right corner.

Step 3: Define the Criteria

Define criteria for contact searching.

You can add more criteria by clicking the [Add] icon. Click the [Next] button after defining all your criteria.

Step 4: Review Result and Save

To save matched contacts into a group, pick a group type, define its sharing status and name it.

If you uncheck any searched contacts, you will not be allowed to save the group as [Dynamic Group]. Click the [Save] button to proceed.