Groups are a high-level way to organize your Campaigns, Forms, Workflows, and more.
For example, you might have more than one workflow that you rely on for onboarding your new customers. Rather than having to remember what you named each one, you can group them together.
You can use Groups to organize the assets you have in these Drip features:
In this article:
Go to Settings > Account > Groups > click New Group to create a new Group.
Name your group and click Create Group.
You can also create your Groups from within other features, like the Workflow feature, for example.
To create a new Group, hover your cursor over an individual asset, such as an individual workflow and click Add to Groups.
Adding assets to Groups
To add a single asset, like an individual workflow to one of your groups, hover over that asset and click Add to Group.
Then select the individual group from the drop-down.