Groups and Types

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. For more details about using groups to manage new contacts you acquire through your site, see the Client Data Capture section of this user's guide. To build and manage your groups:

  1. In the contact manager, check the box beside each contact you want to add to a group or contact type.

  2. When you're finished selecting contacts, click Groups and Types in the Marketing Activities pane on the lower left.

  3. Check the box next to each Contact Type and/or Marketing Group to which you want to add the selected contacts. To create a new group, check the box beside the field at the top and type a name for the group.

  4. When you're finished, click Save.

To manage your groups further, such as editing an existing group name or deleting a group, Click Tools in your Contacts toolbar and select Manage Marketing Groups from the drop‑down menu.