Groups are a high-level way to organize your Campaigns, Forms, Workflows, and other assets in your Drip account.
For example, you might have more than one workflow that you rely on for onboarding your new customers. Rather than having to search through a large list of workflows, you can group them together to easily pull them up later.
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.
Select the individual group from the drop-down and you should see the group’s icon appear underneath the asset.