Contacts > Creating Contact Groups
     
 

Creating Contact Groups

 
     

When you enter or edit a contact, you're able to assign that contact to groups. This allows you to direct your future marketing campaigns to a whole group of contacts that meet certain criteria. A contact can be a member of several groups, allowing you to fine-tune your marketing efforts for maximum impact. To build and manage your groups...

  1. In the contact manager, click Tools.
  2. Then, click Group Management. From here you can...
    • Click New and type a name for your group to create a new group.
    • Change a group name by clicking it, typing a new name into the Edit Group Name box, and clicking Save.
    • Delete a group by clicking it and then clicking Delete.


  3. Click Close when finished to return to the contact manager.
     
  Note: Unlike contacts, groups cannot be made public, if you wish to filter your contacts by group using the Groups drop-down menu in the Contacts view, you first need to switch to the My Contacts view as outlined in the Finding Contacts section of this user guide.  
     


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