Contact groups provide a powerful way to organise and segment your contacts for targeted communications, specialised reporting, and efficient bulk operations. By grouping contacts based on shared characteristics, behaviours, or attributes, you can streamline workflows, personalise marketing efforts, and gain deeper insights into different segments of your customer and supplier base.
This guide explains how to create and manage contact groups including accessing the groups interface, creating both manual and dynamic groups, adding contacts to groups individually or in bulk, filtering and viewing group members, using groups for targeted email communications, and maintaining your group structure over time.
By the end of this tutorial, you will be able to effectively segment your contact database using groups, leverage these segments for improved communications and reporting, and maintain an organised group structure that supports your business objectives. Let's get started!
Follow these steps to create and manage contact groups effectively
Congratulations! You have successfully created and configured contact groups in Exacc. Your contacts are now organised into meaningful segments that enable targeted communications, specialised reporting, and efficient bulk operations. Whether you are using manual groups for specific selections or dynamic groups that update automatically, you have a powerful tool for managing different segments of your contact database.
As your business grows, continue to refine your group structure by creating new groups for emerging segments, updating dynamic group criteria to reflect changing business priorities, and archiving groups that are no longer relevant. Remember that effective contact segmentation improves the relevance of your communications and provides valuable insights through group-based reporting.
For further assistance with advanced group criteria, nested groups, integration with marketing automation, or other Exacc features, please explore our comprehensive Help Centre or contact the Exacc Support Team.