Video review
Video review
What is a contact group?
Contact groups help you to quickly classify and group stakeholders based on their relationship to your organization or project.
Why should I use contact groups?
Contract groups save time, improve targeting, and enable clearer reporting on stakeholder engagement.
Filter stakeholders
Easily filter or search for specific groups of stakeholders. Utilise the parent and child structure to get more granular in narrowing down your filter or search.
Target outgoing communications
Efficiently add multiple stakeholders to outgoing communications like Group Mail or SMS by creating granular mailing lists, project updates group, and more.
Cleaner reporting
Improve reporting by showing which groups of stakeholders you're engaging or communicating with.
How do you manage contact groups?
Note:
You will need to be an admin or project admin to access contact group settings.
How to create a contact group
Click the Admin Settings icon
in the top right corner .Select Tracking & Data Organisation, then Contact Groups.
Click Add.
Enter the Contact Group Name.
Select the Contact Group Parent from the dropdown.
Note: If you do not select a parent, the group will automatically be a Parent Contact Group.Click Save.
How to edit a contact group
Click the Admin Settings icon
in the top right corner .Select Tracking & Data Organisation, then Contact Groups.
Select the Contact Group to be edited.
Click the Edit icon
next to the Contact Group name.Update the details.
Click Save.
How to merge a contact group
Click the Admin Settings icon
in the top right corner.Select Tracking & Data Organisation, then Contact Groups.
On the left-hand side, select the Contact Group to be merged.
Click the Merge icon
in the top right of the Contact Groups section.On the right-hand side, select the target group to merge into (this will become the new Contact Group name).
Image of merging one contact group into another.
Click Merge.
How to delete a contact group
Note:
Any subgroups and stakeholders need to be deleted before the parent can be deleted.
Click the Admin Settings icon
in the top right corner.Select Tracking & Data Organisation, then Contact Groups.
Select the Contact Group to be deleted.
Click on the Delete icon
in the top right.Click Yes to proceed.
How to import a contact group
Click the Admin Settings icon
in the top right corner.Select Data Management, then Import Admin features.
Click Browse to upload your .xlxs file with two columns for your parent and your child contact groups.
Make sure that your spreadsheet has the parent contact group name in each row, see example:
Image of sample spreadsheet showing parent contact group name in each row.
Click next.
Map your columns for the contact group names, making sure you set your date and time format to your region:
Image of setting date and time format, and mapping Contact Group name columns
You will be taken to a Validate your results page to confirm the data import.
If it looks correct, click Import.
If there are errors that need to be fixed and reupload, click Back or Cancel.
How to share a contact group across projects
Click the Admin Settings icon
in the top right corner.Select Tracking & Data Organisation, then Contact Groups.
Select the Contact Group you want to share.
Use the Share Contact Group dropdown to select either Share contact group name if you only want to share the group name, or Share contact group and stakeholders if you also want all stakeholders of the group shared across projects.
Use the next dropdown to select whether you want to share with future projects or not.
Based on your selections, use the list of Contact Groups to select the Contact Group(s) you want to share to.
Note:
Once you’ve shared a contact group with another project, any stakeholders added to that contact group from either project will be shared with the other project automatically.
Tip: There's a handy way to manage lots of contact groups or projects.
Set up your parent group(s) once.
Bulk import all your child groups.
When you select Share, the child groups will automatically be shared with the same projects as the parent group.
For more help
For more information, to arrange a demo or for product training please contact our Customer Success Team or email [email protected].