Creating contact groups is the first step in organizing your contacts for effective communication. Follow these steps:
Steps to Create a New Group:
Navigate to Groups & Contacts:
From the main CallingPost dashboard, click on the "Groups & Contacts" tab.
Create a New Group:
Click the "Create New Group" button.
Name Your Group:
Enter a descriptive name for your group (e.g., "Team Members," "Volunteers," "Parents"). This will help you easily identify the group later.
Understanding Group Capacity:
CallingPost allows you to create multiple groups to organize your contacts. For information on the maximum number of groups and the member capacity of each group, please refer to our article: "Group and Member Limits" article
Tips for Effective Group Management:
Descriptive Naming: Use consistent and easily understandable names for your groups.
Categorization: Consider using categories or naming structures to further organize your groups (e.g., by department, project, location, or event).
Targeted Messaging: Groups enable you to segment your contacts for more personalized and relevant communication. For example, you can create separate groups for different teams, departments, or event attendees.
Adding Contacts to Your Group:
Once you've created a group, you can add contacts using several methods:
Add Contacts Manually: Ideal for adding a few contacts individually.
Upload a File: The most efficient way to import a large number of contacts from a spreadsheet (.xlsx or .csv).
Add from Existing Contacts: Quickly add contacts already saved in your CallingPost account.
Add through a Text Keyword: Allows people to join your group by texting a specific keyword.
Learn more about these methods in our article: "Adding Contacts to Your CallingPost Group" article
Next Steps:
After creating your groups and adding contacts, you'll be ready to send your first message: "Sending Your First Message" article