How to create groups for Contacts

Similar to People profiles, Contacts can be sorted into groups. Site Managers can create groups for Contacts. 

Both Site Managers and Content Editors can place a Contact into a group.

Create a Contact group

  1. From the Administration bar, click on Dashboard.
  2. Under the Vocabularies (right hand side), select Contact groups.
    Selecting contact groups under Vocabularies.
  3. Select Add term.
    Add term button.
  4. Enter the name of the contact group in the Name field.Name field for new Contact group name.
  5. Click Save.
  6. To re-arrange or nest Contact groups, click on the Dashboard again and select Contact groups under Vocabularies. Re-arrange the Contact groups by clicking on the arrows beside the name and dragging it to the desired location.
    Contact group listing.
  7. Click Save after re-arranging.