What is a Group in MessageDesk?

Learn about MessageDesk groups and how they work.

Josh avatar
Written by Josh
Updated over a week ago

MessageDesk Groups make it easy to group text without-reply all.

You can find or create new groups from the "Groups" module of the app. Here you'll be able to add existing contacts to a Group manually or create a filter to add contacts automatically.

From here you'll notice we already provide you with a few default groups you can use:

  1. All contacts: a group that contains - you guessed it - all of your contacts

  2. All MessageDesk Users: a group that contains you and all your teammates (people you've invited to your MessageDesk account)

  3. Opt-Out Group: A grouping of any contacts who replied "Stop" to a text message

  4. No Mobile Phone Number: A group of contacts who don't have a mobile phone number (useful if you sync contacts from a third party)

  5. Anonymous Leads: A group of contacts who were not added to your account but texted your MessageDesk phone number (You may want to delete these contacts or update their first/last names)

In MessageDesk we have 4 types of Groups.

  1. Groups: Manually adding Contacts

  2. Groups: Setting a filter to add Contacts automatically

  3. Autoresponder Groups: These groups relate to any autoresponders you've created. When a contact gets an autoresponse, they'll be added to these groups

  4. Contact Form Groups: These groups relate to any Contact Forms you've created. When a form gets a new submission the contact gets added to this group.

Manually Adding Contacts to a Group:

From the contacts module, you can select contacts and choose to add them to an existing group by clicking "Save for Later". Simply select the contacts you'd like to add and then click "Save for Later" in the top right.

You can also import contacts into a Group from a spreadsheet - you can learn how in this article.

Setting a Filter to Groups:

Contacts get grouped based on logic rules and operators that you create. These rules can apply to custom field values or a contact's profile information.

Groups with a filter will automatically update as new contacts fit the stated rules.

An example Group could look like this: "All contacts who have '(775)' as their area code"

Groups with a filter added are great for large groups (20+ contacts) or groupings of people that will change over time.

Autoresponder Groups:

Autoresponder Groups are created automatically and relate to an autoresponder keyword you set up.

These groups get contacts added to them and removed automatically as your contacts respond with the opt-in or opt-out Keyword for that group.

Contact Form Groups

Contact Form Groups are similar to Autoresponder groups in the sense that they relate to a specific feature in the app.

Contact Form Groups contain all the contacts who have submitted the form at some point in the past.

In general, Contact Forms are a great way to generate new contacts and update information for existing ones. You can learn more about Contact Forms here

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