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How Contact Groups Work

Contact groups help you:

  • Segment contacts based on behavior and demographics
  • Create targeted marketing campaigns
  • Improve engagement rates
  • Save groups for future use

If new contacts meet your filter criteria, navigate to Edit Group and click Update Group to refresh your group.

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Creating Contact Groups

1

Start Group Creation

Click the Create Contact Group button

2

Select Event Scope

Choose between:

  • Specific event
  • All events
3

Choose Target Audience

Select which contacts to include:

  • Promoters only
  • Attendees only
  • Both promoters and attendees
4

Duplicate Handling

Set how to handle duplicate contacts:

  • Remove all duplicates
  • Remove duplicate phone numbers
  • Remove duplicate emails
5

Apply Filters

Filter by:

  • Tickets purchased
  • Amount spent

For each filter:

  1. Select comparison (greater than/less than)
  2. Enter amount
  3. Click “Apply Filter”
  4. Add additional filters as needed

Combine multiple filters to create highly targeted groups

6

Review Contacts

Preview filtered contacts:

  • All contacts matching criteria are selected by default
  • Deselect individual contacts if needed
  • View total selected count
7

Save Group

  1. Enter group name
  2. Click “Save Group”
  3. Group is now available for campaigns

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Using Contact Groups

Marketing Campaigns

Use groups in:

  • Mass texts
  • Email campaigns
  • Targeted promotions

Group Management

Manage your groups:

  • Edit filters
  • Update members
  • Delete groups

Contact groups are dynamic - they automatically update as contacts meet or no longer meet your filter criteria.

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Best Practices