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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

  1. Sign in to our GoTo desktop/web app.
  2. Select Contacts from the left navigation.
  3. Select + Create group.
  4. 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.
What to do next: Once a contact group is created, you can select Send campaign to send a text campaign to a contact group.

Editing Contact Groups

Add and remove contacts from contact groups.
Attention: Contact groups cannot be renamed at this time.
  1. Select Contacts > Groups from the left navigation.
  2. Select an existing contact group you would like to add and/or remove contacts from:
    To add contacts
    1. Select Add contacts.
    2. Search for or create a list to add the contact to.
      Tip: A contact can be added to multiple lists.
    To remove contacts
    1. Checkmark the contact you would like to remove.
    2. Then select — Remove from group.
    To delete a contact group Select Delete group.
  3. Select Save.