Adding a Contact to a Group

This article will guide you through assigning a client to a group. You should assign clients to groups so that they can be contacted based on their assigned groups. You will note a part of the group selection is a Subscription section, 'Subscribed', means if you send a newsletter to that group, this person will receive it.

Sometimes though, you'll have a client that wants to be a buyer, for example, but doesn't want to receive any emails from you. To do that, just un-tick "Subscribed" to prevent that person from receiving emails.

If they decide they do want your emails later on, you can always come back here and tick the subscribe box again. To add a client in the software they must be subscribed to at least one group.

Australian law requires that you have consent from your contacts prior to contacting them via email. By subscribing them, you confirm that you have the consent of this contact to contact them via email.

Locate the contact

See "Search Contacts" for help on locating your contacts

Click on the green Edit Contact button in the top right

Click on Contact Settings on the left

In the Group(s) section, click on the + button under Actions
Click on the Group that appears to search for and select the group that you would like this client to be assigned to
Choose if the contact is to be subscribed or not for this group
Click Save Contact
This client has now been assigned to the selected groups