Contact Planning

Create and manage contact groups for targeted messaging campaigns with smart segmentation tools

Group Manager

How it works

Group Manager is your command center for organizing contacts into meaningful segments. Instead of sending generic messages to everyone, you can create specific groups based on location, demographics, behavior, or any criteria that matters to your business. Think of it as your digital filing system that helps you send the right message to the right people.

The more thoughtfully you segment your audience, the more relevant and effective your communications become.

Creating Groups

From CSV

Uploading a spreadsheet of contacts is easy: just drag your CSV file into the upload area or select it from your computer. The system processes the data, checks formatting, and prepares it for messaging campaigns. This method is ideal for importing contact lists from events, partners, or other systems, preserving the intended audience. It’s perfect for event marketing or partner collaborations, keeping audiences separate and unfiltered.

From Existing Contacts

The real power of Group Manager shines when you start segmenting your existing contact database. Rather than manually selecting contacts one by one, you can use intelligent filtering to automatically create groups based on specific criteria.

Enhancing Contact Segmentation

• Region-based filtering: Organize contacts by region codes (+34 for Spain, +55 for Brazil, for example) to enable location-specific campaigns. Tailor messages to local holidays and events.

• Name: Personalize at scale by grouping contacts with common names or patterns. Understand cultural backgrounds and craft tailored communications.

• Email domain: Differentiate between consumer and business contacts. Adjust messaging tone by segmenting @gmail.com versus @company.com users.

• Combined Filtering: Achieve precision targeting by combining filters, like age, language, or company size. This level of precision targeting ensures your messages resonate with very specific audience segments.

Performance

Each group you create becomes a valuable asset for understanding your audience. Groups with declining engagement might need refreshed messaging strategies or could indicate changing customer preferences. Rather than abandoning these groups, experiment with different communication frequencies, message formats, or content types to re-establish connection.Size considerations matter when planning campaigns. Very large groups might need staggered sending to avoid overwhelming your message delivery capacity, while very small groups might be perfect for testing new message approaches before broader rollout.