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Creating a group

  1. Click the + next to Groups in the left navigation, or open the Groups page and click Add New Group.

    The Add New Group form with a single field for the group name and an Add New Group button
    A group is just a name to begin with.

  2. Type a name. “Email newsletter”, “Paper newsletter”, “Alumni”, “Major donors” — describe who’s in it, not what you’ll do with it.

  3. Click Add New Group.

You land on the new group’s page, which is where you add people.

A group detail page listing the contacts in the group, with a dropdown to add a contact and an Export menu
The group page: who's in it, how to add more, and the export options.

Adding contacts

Section titled “Adding contacts”

Use the dropdown on the group page to add contacts one at a time, or add people from their own profiles. See Adding & removing contacts.

To add a lot of people at once, run an advanced search, tick the results, and use With Selected… → Add to group.

Renaming or deleting

Section titled “Renaming or deleting”

Open the group and use Edit to rename it, or Delete to remove it.

Deleting a group removes the grouping, not the contacts — everyone in it stays in your account with all their history. Any Mailchimp or PrayerLetters sync tied to that group stops.