Contact Groups

Contact Groups

You can organise contacts into Groups.

Groups

  • A contact can be part of many groups

  • A group can contain many contacts

  • A group can have many subgroups

  • You can filter contacts according to the group(s) they’re in

Groups is an older feature of the Makerble platform. They're simple and straightforward.

While groups are a simple way to organise your contacts, we have since introduced a variety of flexible and customisable ways to quickly find, organise and segment your contacts. You might find these better suited to what you're trying to do:

  • Flags - highlight important information about a contact and display this in several parts of your platform

  • Filters - identify contacts based on one or more characteristics; including projects they're part of, demographics and more

  • Relationships - link contacts to each other and to individual users

  • Audiences - categorise contacts at a broad level and track their progression as their categorisation changes

Watch the walkthrough

https://www.loom.com/share/a3729c8a5e994bdfa88574a814f38efa

Get started with Groups