Creating contact groups is the first step in organizing your contacts for effective communication. 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").
Group Capacity:
CallingPost allows you to create groups to organize your contacts. For information on the maximum number of groups and members, please see our article on Link to "Group and Member Limits" article
Group Naming Conventions:
Use consistent and descriptive names for your groups to easily identify them.
Consider using categories or naming structures to organize your groups (e.g., "Department - Project," "Location - Event").
Group Organization:
Groups allow you to segment your contacts for more targeted messaging.
For example, you can create separate groups for different teams, departments, or event attendees.
Adding Contacts to a Group
CallingPost offers several methods for adding contacts to your groups. Choose the method that best suits your needs:
Methods for Adding Contacts:
Add Contacts Manually: Enter contact information directly into the system. This is suitable for adding a small number of contacts.
Upload a File: Import a large number of contacts from a spreadsheet file (.xlsx or .csv). This is the most efficient method for adding many contacts at once.
Add from Existing Contacts: Add contacts who are already saved in your CallingPost account to a new group. This allows you to quickly reuse existing contact information.
Add through a Text Keyword: Allow contacts to join your group by texting a specific keyword. This is useful for growing your group organically.
Tips for Effective Group Management:
Descriptive Group Names: Use descriptive names to easily identify your groups.
Up-to-Date Information: Keep your groups updated with the latest contact information.
Targeted Messaging: Segment your contacts into smaller, more targeted groups for personalized messaging.
Next Steps:
Learn how to add contacts to your group: Link to "Adding Contacts to your CallingPost Group "