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Use contact groups and segments

Keep your shared contacts organized by grouping them together.

Create contact groups
  1. Sign in to the desktop or web app.
  2. From the left navigation menu, select Contacts > + Create > Group.
  3. 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.
  1. Sign in to the desktop or web app.
  2. From the left navigation menu, select Contacts > Groups.
  3. Select the desired group and then choose what you'd like to do:
    Option
    To add contacts
    1. Select Add shared contacts.
    2. 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 Mark the checkbox of the contact you would like to remove and then select — Remove from group.
    To rename a contact group Select Mobile Fax Options Icon and then Rename group.Select .
    To delete a contact group Select Mobile Fax Options Icon and then Delete group.
  4. 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.
  1. Sign in to the desktop or web app.
  2. From the left navigation menu, select Contacts > Segments to view the following default options:
    • Recently engaged: Contacts that received any campaign in the last 30 days.
    • Not recently engaged: Contacts that have not received any campaign in the last 30 days.
    • Active contacts: Contacts that have responded to any inbound communication (such as sms, webchat, Facebook/Instagram, voice call, and survey) in the last 30 days.
    • Inactive contacts: Contacts that have not responded to any inbound communication (such as sms, webchat, Facebook/Instagram, voice call, and survey) in the last 30 days.
  3. Select a segment to see a list of contacts that meet that segment's rule.
  4. Select Send campaign to send a personalized campaign message to those contacts.