What is a Group and how do I use it?

Groups allow users to categorize their contacts. You can create a group when importing contacts or add the group later and designated contacts as needed. 

Ex: I am importing a file of contacts from company ABC, I create a groups ABC upon import to keep the company contacts together.

How to add groups in Act! Essentials

Creating groups also allows account owners to send campaigns to contacts.

Ex: I want to send an email campaign to all of my contacts who are prospects, as they will require different information than an existing customer.

How to send an Email Campaign to a Group?

 

You can have the same customer in multiple groups if needed.

Ex: I have a new customer that is interested in News Letters and promotional updates. I will add this customer to my Existing Customer group and my Promo Interest group.

How to Add Contacts to a Group?

How to Add multiple Contacts to a Group?

 

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