Table of Contents

Adding or Removing a Contact from a Group

Evelyn Bernardo Updated by Evelyn Bernardo

To add a contact to a group:

  1. Go to "Contacts" guide;

  1. Click on the box on the left of the contact that you would like to insert in a group;

  1. After that, click on the groups' icon located on the top of the contacts to select a group or create a new one.

Add a contact to a group through a flow:

  1. You can add a contact to a group or remove it with a flow action "Add a contact to a group" or "Remove a contact from a group". In the example below, we are using an action "Split by Contact Field" to direct the contacts living in Alagoas to the group "Alagoas".

  1. We can do this splitting our contacts using the option "State". The option "has any of these words" allows us to create a rule to locate contacts with the "State" field containing any of these words: "Maceio", "Arapiraca", "Maragogi", etc. in the category "Alagoas".

Delete a contact from a group:

  1. Go to contacts;

  1. Choose a group on the left side of the page;

  1. Choose the contact(s) that you want to remove from a group, then click on remove from group icon.

How did we do?

Creating and Deleting a Group

Creating a Dynamic Group