Create Contact Groups
Create groups of contacts to easily send campaigns to specified customers. Available for Customer Engagement and Contact Center customers only.
Creating Contact Groups
- Sign in to our GoTo desktop/web app.
- Select Contacts from the left navigation.
- Select + Create group.
- Enter a group name, then choose how you would like to add your contacts:
Option Description Import contacts Upload a group of contacts using a CSV file. Select existing contacts Add contacts one by one from all your contacts.
Editing Contact Groups
- Select from the left navigation.
- Select an existing contact group you would like to add and/or remove contacts from:
Option To add contacts
- Select Add contacts.
- Search for or create a list to add the contact to.
Tip: A contact can be added to multiple lists.
To remove contacts
- Checkmark the contact you would like to remove.
- Then select — Remove from group.
To delete a contact group Select Delete group.
- Select Save.