Keep your contacts organized by using groups to segment subscribers based on different criteria.

What Are Groups?

Groups are collections of contacts organized by specific characteristics, interests, or behaviors. They help you send targeted campaigns to the right audience.

Common Group Types

• Newsletter subscribers – General audience interested in updates
• Customers – People who have made purchases
• Leads – Potential customers in your sales funnel
• VIP members – High-value or premium customers
• Event attendees – Contacts who registered for specific events
• Geographic segments – Contacts grouped by location

How to Create a Group

• Go to Subscribers
• Click on Groups
• Click “Create new group”
• Enter a descriptive name for your group
• Save your group

Benefits of Organizing Contacts

Targeted Campaigns

Send relevant content to specific groups instead of your entire contact list. By segmenting your audience, you ensure that each message reaches people who are most likely to be interested in that particular content.

Better Engagement

People receive messages that match their interests and needs, leading to higher open rates, click-through rates, and overall engagement. When subscribers get content that’s relevant to them, they’re more likely to interact with your emails and stay subscribed.

Easier Management

Find and manage specific groups of contacts quickly without sorting through your entire database. Simply select the appropriate group and you’re ready to send your campaign in minutes.

Compliance

Maintain separate groups for different consent types and communication preferences. This helps you stay compliant with email marketing regulations and respect your subscribers’ preferences.

Best Practices

Create Specific Groups

Be clear about what each group represents to avoid confusion later. Use descriptive names like “Q4 Webinar Attendees” or “Premium Customers” instead of generic labels like “Group 1” or “List A”.

Avoid Over-Segmentation

Don’t create too many groups that overlap or serve similar purposes, as this makes management complicated. Start with broad categories and refine as needed based on your actual campaign requirements.

Keep Groups Updated

Regularly review and clean your groups by removing inactive or unengaged contacts to maintain list health. Outdated groups with irrelevant contacts can hurt your email deliverability and campaign performance.

Use Consistent Naming

Develop a naming convention for your groups to keep them organized and easy to identify at a glance. Consistent naming helps you and your team quickly find the right group when creating campaigns.

Managing Multiple Groups

When to Use Multiple Groups

• Different product lines or services
• Various stages of the customer journey
• Multiple geographic regions
• Different content preferences

When One Group Is Enough

If most of your contacts receive similar content, one main group with custom attributes for segmentation may be sufficient.

Tips for Success

• Start simple – Begin with a few essential groups and expand as needed
• Document your structure – Keep notes on what each group represents
• Regular maintenance – Review groups monthly to ensure they’re still relevant
• Test your segments – Verify that contacts are in the right groups before sending campaigns

That’s it!

If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.