Create and Manage Contact Groups and Segments
Keep your shared contacts organized by grouping them together.
Create contact groups
- Sign in to our GoTo desktop or web app.
- Select Contacts from the left navigation.
- Select + Create
- Select Group.
- Enter a group name, then choose how you would like to add your contacts:
Option Description Import shared contacts Upload a group of shared contacts using a CSV file. Select existing shared contacts Add shared contacts one by one from all your contacts.
Edit contact groups
Add and remove shared contacts from contact groups.
- Select from the left navigation.
- Select an existing contact group and choose what you would like to do:
Option To add contacts - Select Add shared contacts.
- Select an existing group or create a group to add the shared contact to.
Tip: A shared contact can be added to multiple lists.
To remove contacts - Checkmark the contact you would like to remove.
- Then select — Remove from group.
To rename a contact group - Select the
icon. - Select Rename group.
To delete a contact group - Select the icon.
- Select Delete group.
- Select Save.
Segments
Segmentation automatically groups your contacts based on common details, which allows you to send more personalized, targeted campaigns to your contacts. Each segment has at least one rule or condition that a contact must meet to be part of that segment. Once the rule is met, the contact is automatically added to the segment.
Note: Only default segments are available at this time. The ability to create custom segments will be available in the future.
Note: This feature may not be available with your plan. Please contact your sales rep for more information on your GoTo plan, included features, and pricing.
