How do I create a new group_list for a single contact?

Create a New Group for a Single Contact

You can create new groups for individual contacts either while adding a new contact or from an existing contact’s profile. To learn how to create groups for multiple contacts at once, click here.

Create a New Group When Adding a Contact

Available to:

• Account Admins

• Program Admins

• Counselors (if permitted by an admin)

Location: Programs tab

1. Navigate to the Programs tab.

2. Select Add New Contact.

3. In the Groups text box, begin typing the name of the new group.

4. When the dropdown appears, select Add to List to create the new group.  

5. Repeat this process if the contact should belong to multiple new groups.

6. Complete all required fields and any additional optional fields.

7. Click Add Contact at the bottom of the page.

The contact and the new group(s) are created at the same time.

Image: Add Single Contact screen with new group name entered in the Groups field

Create a New Group from a Contact Profile

Available to: All users

Location: Contact profile (accessible by clicking a contact’s name anywhere in Message)

1. Click the contact’s name to open their profile in the Contacts tab.

2. Click into the Groups text box and type the name of the new group.

3. When the dropdown appears, select Add to List to create the new group.

4. Repeat as needed to add the contact to multiple new groups.

5. Click Save at the bottom of the page.

The new group(s) are created and immediately associated with the contact.