Groups

Groups let you organize contacts into logical collections for targeted campaigns. For example, you might create groups for different departments, office locations, or risk levels.

6.1 Groups List

Navigate to Settings → Groups. The list shows:

Column	Description
Name	Group name (clickable to view members)
Contacts	Number of contacts in the group
Campaigns	Number of campaigns that have used this group
Created At	When the group was created
Actions	Edit and Delete buttons

Note

Groups that are currently in use by active campaigns may be locked and cannot be edited or deleted until the campaign completes.

6.2 Creating a Group

Click New Group and enter a name and optional description. You can assign contacts to the group immediately using the multi-select contact picker, or add them later. Groups can also be created automatically during CSV import by including group names in the groups column.