Learn how to add, move, and remove contacts from your groups to keep your subscriber lists organized and up-to-date.

Managing Contact Group Membership

Organizing your contacts into the right groups ensures you send targeted, relevant campaigns to the appropriate audiences. Sender makes it easy to add contacts to groups, move them between groups, and remove them when needed.

Adding Contacts to Groups

Method 1: During Import

When importing contacts, you can assign them to specific groups:

• Go to Subscribers and choose your import method
• Upload or paste your contact list
• Select the group you want to add contacts to
• Complete the import process

Method 2: From Subscriber List

Add existing contacts to groups from your main subscriber list:

• Go to Subscribers
• Select the contacts you want to add using checkboxes
• Click the “Actions” dropdown menu
• Choose “Add to group”
• Select the target group or create a new one
• Confirm the action

Method 3: From an Individual Profile

Add a single contact to a group from their profile:

• Click on the subscriber from your list
• Find the group membership section in their profile
• Select the groups you want to add them to
• Click “Save”

Method 4: From Segments

Convert filtered segments into group membership:

• Go to Subscribers > Segments
• Create or select a segment with your desired filters
• Select the contacts from the filtered results
• Use the “Actions” menu to add them to a group

Moving Contacts Between Groups

Replace Group Membership

To move contacts from one group to another:

• Go to Subscribers
• Filter or select contacts from the original group
• Select the contacts you want to move
• Click “Actions” and add them to the new group
• Remove them from the original group (see removal section below)

Add to Additional Groups

Contacts can belong to multiple groups simultaneously:

• Select the contacts
• Use “Actions” to add them to additional groups
• They will remain in their original groups while being added to new ones

Removing Contacts from Groups

Remove from Specific Groups

To remove contacts from a group without deleting them:

• Go to Subscribers
• Filter by the group you want to remove contacts from
• Select the contacts to remove
• Click “Actions” dropdown
• Choose “Remove from group”
• Confirm the action

By doing this, the contacts remain in your account but are no longer part of that group.

Remove from an Individual Profile

Remove group membership from a contact’s profile:

• Click on the subscriber
• Find the groups section in their profile
• Deselect the groups you want to remove them from
• Click “Save”

Best Practices

Plan Your Group Structure

Before adding contacts, determine which groups you need and what each represents. A clear structure makes organization easier and prevents confusion.

Use Consistent Criteria

Establish clear rules for which contacts belong in each group. Document these criteria so you and your team can consistently organize contacts.

Regular Maintenance

Periodically review group memberships to ensure contacts are in the right groups. Remove contacts from groups that are no longer relevant to them.

Avoid Over-Complicating

Don’t create too many overlapping groups. Keep your structure simple and use segments for more complex filtering needs.

Understanding Group vs Complete Removal

Removing from a group:

• Contact stays in your account
• Removed only from specific group
• Can still be in other groups
• Can receive emails sent to other groups they belong to

Deleting a contact:

• Contact is completely removed from your account
• Removed from all groups
• Cannot receive any emails
• Can be re-imported if needed later

Tips for Success

• Use bulk actions when organizing many contacts at once
• Check contact count before and after moves to verify accuracy
• Keep track of group changes for important campaigns
• Use groups in combination with segments for flexible targeting
• Regularly audit group memberships to maintain accuracy

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.