Contact groups help you organize your contacts into meaningful segments. Instead of selecting recipients individually every time you send a campaign, you can group contacts based on categories such as customers, leads, or employees. This makes it easier to target the right audience and improves the relevance of your communication.

For example, you might create groups such as:

• Customers

• Employees

• Event Participants

• Newsletter Subscribers

Grouping contacts allows you to target the right people when sending surveys.

To access your contacts:

1. Go to your Survey Dashboard.

2. At the top menu of the platform, click Contacts.

You will now see the Contacts Dashboard, where all the contacts stored in your account are listed. This is where you can manage and organize your contacts.

Step 1: Open Contact Groups

In the Contacts section, click Contact Groups.

Step 2: Create a New Group

Click Create Group.

The Create Contact Group form will appear.

Step 3: Enter Group Details

Fill in the required fields:

• Contact Group Name

• Description (optional)

The description can help explain the purpose of the group.

Click Create Group.

Your new contact group will now appear in the Contact Groups Dashboard.

Add Contacts to a Contact Group

Once a group is created, you can add members to it.

Step 1: Open the Contact Group

Go to Contact Groups.

Select the group you want to manage.

Step 2: Add Members

Click Members, then click Add Members.

A list of all contacts available in your dashboard will appear.

Step 3: Select Contacts

Select the contacts you want to add by checking the box next to each contact.

Step 4: Add the Selected Contacts

After selecting the contacts, click Add Contacts.

The selected contacts will now be added to the group.

Once your contacts and contact groups are created, you can use them when sending surveys through Email Campaigns.

Instead of manually entering email addresses each time, you can simply select your saved contacts or groups and send your survey instantly.