9.0 Managing Your TIEIT Groups

What are Groups?

Groups are ways to categorize contacts. Contacts can be part of multiple groups. Group data can be filtered and actioned upon in various modules across TieiT. For example, you can create an automation to contacts within a particular Group (e.g. Hot Prospects) who have shown interest in an email campaign you sent (e.g. clicked on a link) to send them a more targeted email or SMS. You can use Groups in Email Campaigns to send contacts belonging to particular group(s) (e.g. Loyal Customers) a personalized email. Segment and filter data based on groups in your Contact listing so you can see the data that is insightful to the decision you need to make.

How Do I Access my Groups?

To access the main Groups listing page, click on CRM. In the top menu item, hover over the 3 dots or the more menu option and click down to Contact Groups. This will open up your Groups listing page.

What information can I see from the Groups listing page?

From the listing page, you can see details like

• Group Name
• Total Contacts
• Created Date
• Last Updated
• Automations (which will show you the automations each of the groups is enrolled in)

How Do I Create a New Group?

To create a new Group, go to the Group listing page and click on the green + GROUP button and follow the instructions in the pop-up to create your new Group. 

How can I see who is in a Group?

By clicking the name of the Group you will be shown the group details page,

Here you can see the details associated with the group like,

• Total Contacts
• Created Date
• Last Updated
• Visibility
• Automations

Along with those Group details, 

• You will have the ability to add the entire group to a subscriber list. Hover over the 3 horizontal dots and you will see the,

• You will have the option to Search for a contact
• Export the contacts out (Excel)

• See the contacts enrolled in the Group,

• And don't worry the Add to Subscriber List, Edit and Delete options will still be accessible to you but you will now just need to hover over the 3 dots and you will see the icons,

Managing Groups

Adding a Contact to a Group

1. From the Contact Details page, you can easily add a Contact into a Group or multiple Groups. Once you have clicked on a Contact to display the Contact Details page, click on the Group/Lists tab on the Contact Card.

2. Once you've clicked on the tab, a drop-down menu will appear. Click in the 'Select Group' drop-down menu to select the Group or Groups that you wish to add this Contact to. 

3. Once you've selected the desired Group, click on the green + button to complete the process of adding the Contact to that Group.

Adding Multiple Contacts to a Group

1. If you are looking to add multiple Contacts to a Group at once, you can do so using the Contact Grid which you can access by clicking on CRM, and then on Contacts. 

2. From the Contact Grid, you will need to select all the Contacts that you wish to add to a Group by hovering over the circle with the letter to display the checkbox. Once you've checked off one Contact, you will see the check boxes appear for all the Contacts. 

3. Once you have selected your Contacts, you will see a light blue bar appear at the top of the Contact Grid. 

4. In this light blue action bar, click in the Select Action drop-down to select the Add to Group option. 

5. This will display a pop-up box for you to select which Group or Groups you wish to add the multiple Contacts into. Once you've selected the Groups, click on SAVE.