Groups provide a way to organize individual items from different features in your account. If you have items from Workflows, Forms, and other features being used for a singular purpose such as onboarding new customers, allocate those items to a Group.
Create a new Group:
- Navigate to Settings > Groups
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Click + Create a New Group
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Give the new group a name
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Click Create Group
- Change the color identifier to a color you'd like to use.
The following features can be utilized with Groups:
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Workflows
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Rules
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Single Email Campaigns
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Forms
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Email Series
Groups may contain any mixture of items from the compatible features above and are not exclusive to items of a singular feature set.
Add an item to a Group:
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Hover over the item
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Click Add to Groups
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From the drop-down, select the Group
An item can be included in multiple groups at the same time. Repeat the steps to add an item to a Group and select an additional Group to apply.
Remove an item from a Group:
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Hover over the item
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Click the x icon to the right of the Group name
Deleting a Group
To delete a Group, navigate to Settings > Groups and click the Delete button next to whichever Group you would like to delete. Doing this will only delete the Group notation. Any items (emails, automations, etc.) that were part of this Group will not be deleted; they will only be removed from the deleted Group.