05.03- Adding or Removing a Contact to a Group
To add a contact to a group: Go to “Contacts” guide...
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Updated August 3, 2021
To add a contact to a group:
- Go to “Contacts” guide;
- Click on the box on the left of the contact that you would like to insert in a group;
- After that, click on the groups’ icon located on the top of the contacts to select a group or create a new one.
Add a contact to a group through a flow:
- You can add a contact to a group or remove it with a flow action “Add a contact to a group” or “Remove a contact from a group”. On the example below, we are using an action “Split by Contact Field” to direct the contacts living in Alagoas to the group “Alagoas”.
- We can do this splitting our contacts using the option “State”. The option “has any of these words” allows us to create a rule to locate contacts with the “State” field containing any of these words: “Maceio”, “Arapiraca”, “Maragogi”, etc. in the category “Alagoas”.
Delete a contact from a group:
- Go to contacts;
- Choose a group on the left side of the page;
- Choose the contact(s) that you want to remove from a group, then click on remove from group icon.