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Contact Groups

A contact group is a system entity that represents a group of contacts. By default, contact groups are used in the filters and segments.

Create a Contact Group

In order to create a contact group:

  1. In the main menu, navigate System>Contact Groups.
  2. Click the Create Contact Group button.
  3. Define the general details and the list of contacts for the group. See the field descriptions in the sections below.

General

Name Description
Owner Limits the list of users that can manage the contact group to the users whose roles allow managing contact groups of the owner (e.g. the owner, members of the same business unit, system administrator, etc.).
Label The name used to refer to the contact group on the interface.

Contacts

Select / clear the HAS GROUP check box, to assign / unassign a contact to the contact group.

Note

The HAS GROUP check box defines if the contact is assign the specific contact group that you are creating / editing.

View and Manage a Contact Group Record

All the contact groups available are displayed in the All Contact Groups grid (System>Contact Groups).

From the grid you can:

  • Delete a contact group from the system: click the Delete icon.
  • Open the edit page of the contact group: click the Edit icon.
Browse maintained versions:
current1.102.02.3