How to View Add and Remove Members of a Group?

How to View Add and Remove Members of a Group?

To View Members of a Group

  1. Click Dashboard
  2. Click Contacts Groups
  3. Click View button for the group you wish to view
    NOTE: The grid will display all members of the group. Use the Filter to view expired or valid members.

To Add an individual to a Group?

  1. Click Dashboard
  2. Click Contacts Module
  3. Search for the contact by name or email using the Search Field located above the grid in the right corner
  4. Click on the Manage button for the individual
  5. Click Groups located in the horizontal menu
  6. Click in the checkbox for the group(s) to ADD (Checked) the individual, add an expiry date if applicable
  7. Click Update Group button to save changes.

To Remove an individual from a Group?

  1. Click Dashboard
  2. Click Contact Groups
  3. Click View beside the Group Name
  4. Search for the individual to be removed
  5. Click on the Manage button for the individual
  6. Click Groups located in the horizontal menu
  7. Click in the checkbox for the group(s) to REMOVE (Unchecked) the individual from the group. If there are any dates populated, clear the dates.
  8. Click Update Group button

To Batch Delete from a Group?

  1. Click Dashboard
  2. Click Contact Groups
  3. Click Manage button for the group
  4. Click Batch Operations tab
  5. Follow the written instructions under the Batch Delete section (create a .csv file where in column A contains the email address of the contacts to be removed from the group, then upload the file)


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