Creating your first group in CallingPost is easy! Follow these steps:
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").
Adding Contacts to Your CallingPost Group
Ready to populate your groups with contacts? CallingPost offers several easy ways to add them!
Methods for Adding Contacts:
Add Contacts Manually: Add a few contacts at a time directly into the system. This is ideal for smaller groups or adding contacts individually.
Upload a File: Import a large number of contacts from a spreadsheet. This method is perfect for adding many contacts at once.
Add from Existing Contacts: Quickly add contacts who are already saved in your CallingPost account to a new group. This saves you time and effort.
Add through a Text Keyword: Allow people to join your group themselves by texting a specific keyword to your CallingPost number. This is a great way to grow your group organically.
That's it! You've created your first group. Now you can easily add contacts to this group.
Tips for Effective Group Management:
Use descriptive group names to easily identify your groups.
Keep your groups updated with the latest contact information.
Segment your contacts into smaller, more targeted groups for more personalized messaging.
By implementing these suggestions, you can make the group creation process even easier and more user-friendly, helping users get started quickly with CallingPost.
Next Steps:
Learn how to add contacts to your group: Link to "Adding Contacts to your CallingPost Group "
Explore advanced group management features: Link to "Managing Groups"