Our groups feature allows you to create custom groups of members to use in the following ways:
Restrict pages using groups.
Send a blast email or blast text message to a group.
Mail letters to a group.
Add a group as a recipient to a "Contact Form" or "Custom Form" page for all members of the group to receive the form via email.
Creating a group
Create a group by visiting the "Groups" section in the Admin Portal. To add a new group, click the "Add group" button at the top of the page. Enter the group's name and click the green "Add" button.
Adding members to groups
In the "Groups" section, find the group you'd like to add them to and click on the blue magnifying glass icon under the "View/Edit" column.
Next, click the "Add members" button.
On the next page, select the member(s) you'd like to add from the list of registered members and click the green "Add to X" button.
You can also download a CSV file that includes the members of a group by clicking on the "Export" button from the top of the page.
For suggestions and best practices when applying groups, check out our blog post, Teaming up with the "Groups" feature.