Filtering groups make it easy to create large groups of contacts for messaging without having to add people one-by-one. This step-by-step tutorial will walk you through how to create your own Filtered Groups:
Need extra help creating your groups? Feel free to schedule a demo with me below and we can walk through it.
Before You Create a Filter for your Group:
Be sure to determine how you want to filter your Group. You can group contacts based on:
Phone number (All contacts with same area code)
Name (All Johns and Janes)
Address (contacts with same state, city or zip code)
Company Name (contacts in the same company)
Invoices (Contacts with open or past due invoices)
Custom Fields (Group contacts based on custom fields you specify) [Read: How to Create custom Fields]
Creating a Filter for a Group
Navigate to Groups
Click Create Group Button
Select "Set filters based on contact properties"
Name your Group
Set the filter by which contacts are going to be sorted
Click "Create Group"
Name the Group
Create Filter Rules
