Organizing Your Contacts - Group Management Tips

Why Group Your Contacts?

Imagine you need to send a message to all parents of 3rd graders. Without groups, you'd scroll through hundreds of contacts selecting each one. With groups, one click selects everyone.

Good organization saves hours over time.

Types of Groups to Create

By Relationship

Customers

Vendors/Suppliers

Employees

Personal contacts

By Category

VIP customers

New customers

Inactive customers

Prospects

By Location

Downtown store customers

Mall location customers

Online customers

By Interest/Service

Product A buyers

Service subscribers

Event attendees

Newsletter subscribers

Creating Effective Groups

Keep Groups Focused

Each group should have one clear purpose:

Good: "Piano students - Tuesday class"

Bad: "Students and some parents and teachers"

Use Clear Names

Future you should understand what each group is:

Good: "Yoga - Morning Class Members"

Bad: "Group 1"

Review Regularly

Set a monthly reminder to:

Remove outdated contacts

Add new contacts

Merge or split groups as needed

Group SMS Features

Creating Groups in the App

1. Open Contacts tab

2. Tap "Create Group"

3. Name your group

4. Add contacts from your phone

Adding Contacts to Groups

Select existing contacts

Import from Excel

Add manually with phone numbers

Using Groups When Sending

1. On send page, click "Add from Groups"

2. Select one or more groups

3. All contacts are added as recipients

4. Send your message

Advanced Tips

Overlapping Groups Are OK

One contact can be in multiple groups:

"All Customers" AND "VIP Customers"

"Yoga Students" AND "Workshop Attendees"

Create Temporary Groups

For one-time events, create a temporary group:

"Holiday Party 2024 RSVPs"

"Product Launch Invitees"

Delete after the event is over.

Export and Backup

Periodically export your groups to Excel as a backup. If you get a new phone, you can re-import.

Common Questions

Can I send to multiple groups at once?

Yes! Select multiple groups and all contacts are combined (duplicates automatically removed).

What if someone is in two groups I select?

They only receive the message once. Group SMS automatically removes duplicates.

Can I edit groups?

Yes, add or remove contacts anytime. Changes apply to future sends only.

Conclusion

A few minutes organizing contacts saves hours of work later. Start creating groups today and experience more efficient messaging.