Adding Contacts to a Group

Use the Groups feature in the Contact Hub to conveniently organize your clients

Use the Groups feature to organize your clients in the Contact Hub, then send personalized emails and texts to specific groups. This article will teach you how to add contacts intro groups.

Desktop

Adding a Contact to a Group

1. Log in to GoSite.

2. Click on “Contact Hub.”

   

3. Find the contact you would like to add to a group and press "Manage" to the right of their name.

4. Select "Add to group" from the dropdown.

   

5. Select the group(s) you would like to add the contact to

   

6. Once you click out of the "Add Contacts to Groups" box, it will automatically save your contact into the group(s).

   Note: Alternatively, to remove a contact from a group, just uncheck the group in "Add Contact to Groups".

iPhone

1. Log in to the GoSite mobile app.

2. On the lower part of your screen, tap “Contacts.”

   

3. Find and select the contact you would like to add to a group.

4. Press the arrow next to the contacts name to open the "Edit Contact" page.

   

5. Select the "Add to Group" section at the bottom.

   
   

    

6. Select the group(s) you would like to add the contact into.

   

7. Press the back arrow to go back to the "Edit Contact" page.

8. Press "Save" to save changes.

   
   

    

Android

1. Log in to the GoSite mobile app.

2. Tap the three-line menu icon in the top left corner.

3. Select "Contacts"

   

4. Find and select the contact you would like to add to a group.

5. Press the arrow next to the contacts name to open the "Edit Contact" page.

   

    

6. Select the "Add to Group" section at the bottom.

   

7. Select the group(s) you would like to add the contact into.

   

   
   

   Note: changes will automatically be saved after a couple of seconds.