[Donor Management System] Adding, Modifying & Deleting a Group

This article covers adding and modifying Groups. You can also add and modify Smart Groups.


Adding a Group

From the Contacts Tab

1. Go to the Contacts Tab

2. Search for a specific Contact or select either:

  • (1) The specific Contacts you wish to add to the Group,
  • (2) Every listed Contact on the page, or
  • (3) All Contacts from your search criteria

3. Select the Actions menu at the upper-left side of the Contact list

4. Either type “group” in the Actions search bar or scroll the list to find the Group – add contacts option

5. On the next page, select Create New Group and fill out the fields:

Fields:

  • Group Name: the name of the Group.
  • Description: optional description of the Group.
  • Group Type – Access Control: only check this when adding Admin Users to a Group.
  • Group Type – Mailing List: this is a legacy field not currently in use. Please leave it blank.

6. After adding all the necessary information, select Add To Group

7. Your Group will then be created! You can select Done to view the newly created Group Details with all the selected Contacts in it.


From the Manage Groups Page

1. Go to the Contacts Tab

2. Select Advanced Actions on the top right corner of the screen and then Manage Groups

3. You will be directed to the Manage Groups Page. Select the Add Group button on either top or bottom of the page

4. A New Group popup will show up with the following information:

Fields:

  • Group Title: the name of the Group.
  • Group Description: optional description of the Group.
  • MailChimp Settings – No integration: leave this blank if you don’t want this Group to communicate with your MailChimp Integration.
  • MailChimp Settings – Membership Sync: select this box to have this Group communicate with your MailChimp Membership integration.
  • MailChimp Settings – Interest Sync: select this box to have this Group communicate with your MailChimp Interest integration.
  • Parent Groups – Add Parent: add this new Group to be under an existing Group to help organize your Group list (e.g. Dietary Restrictions > Vegan). The Group parent/child relationship can be filtered on Advanced Search and Reports, and will show up on the Manage Groups page like this:

5. After filling out all the necessary information, select Save

6. On the following page, you’ll be able to select which Contacts to include in the new Group that is being created:

7. Add individual Contacts by selecting the checkboxes next to their names or all Contacts by selecting All XX records. You can also search for a specific Contact at the top of the page.

8. Once you’re done choosing the Contacts to be added to the Group, select Add Contacts to Group Name

9. You will have to confirm your choices by selecting Add To Group on the following page

10. Your Group will then be created! You can select Done to view the newly created Group Details with all the selected Contacts in it.


Modifying & Deleting a Group

1. Go to the Contacts Tab

2. Select Advanced Actions on the top right corner of the screen and then Manage Groups

3. On the Manage Groups Page, you will see the following fields and actions:

  1. Hover your cursor to be able to edit the Group Name.
  2. Press on the “pencil icon” to edit the Group Description.
  3. See a list of all Contacts in the Group.
  4. Change the Group Settings. You will also be able to remove the Parent Groups associated with the Group.
  5. Press on the “3 vertical dots icon'” to Delete the Group.

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