<aside> đź’ˇ In Gatsby you have two main ways to organize contacts. The first is via tags, these live on the contact profile, but you can see them within events to help you pull in contacts or help with seating charts, etc. The second way is groups, which allow you to easily group your contact for newsletters and other communications. Similar to tags, you are able to pull contacts into your event via group

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Groups

Creating a Group

  1. Navigate to the groups page
  2. Select "Create Group"
  3. Name your group and press "Add"
  4. Add contacts through the "Add Contacts" button OR by going to the contacts page and filtering and selecting contact and choosing the add to group option at the top of the page
  5. To send communications to your group use the campaigns tab within the group

Screen Recording 2023-06-12 at 4.27.50 PM.mov

Adding Contacts to an Event Based on Group

Option 1

  1. Go to the group
  2. Select the contacts you would like to add (or bulk select by checking the top checkbox)
  3. From the green menu select add to event

Option 2

  1. From the event press add contacts
  2. Navigate to the groups option
  3. Select the group you would like to add contacts from
  4. Select the contacts you are looking for or add the whole group by checking the “select all” option