Creating Contact Groups

Considerations

Contact Groups are a way for users in Apto to further organize their database. They allow you to add contacts to these groups and use the group as a filter when creating Reports or List Views to group contacts into manageable buckets.

In order to filter, the group must be approved by the SYSTEM ADMIN on the account. You will need to let your System Admin know to activate your groups once you create them.

How to Create Contact Group for Individual Contacts

  • Navigate to the Contacts tab >
  • Click into the contact you want to add the group to >
  • Click into the “Details” tab and and scroll down until you see the field labeled “Groups” >
  • If you hover your mouse into the text area of the field, you will see it highlights in Blue. If you double click on this spot it will open the Contact Group Wizard >
  • From here you can create a new group by typing in the name of the group in the field that says “Search or Add Groups”>
  • Then click “Create Group”>
  • Then click “Save” at the bottom right.

 

That is the first step in creating the group, the second step is for the System Admin to “Approve” the group that was just created.

Here are the instructions on how to approve a group.

 

How to Add Contact Group In Mass

  • Navigate to the Contacts tab >
  • Change the List View to any of them besides “Recently Viewed” >
  • On the left side of every contact there is a checkbox. Check the box on any contact you want to add to the new group >
  • On the top right of the page, click the dropdown arrow next to “Send List Email” >
    Click “Edit Contact Groups” >
  • From here you can create the group by typing in the name of the group in the field that says “Search or Add Groups”>
  • Then click “Create Group”>
  • Then click “Add Selected Groups” at the bottom >

 

That is the first step in creating the group, the second step is for the System Admin to “Approve” the group that was just created.

Here are the instructions on how to approve a contact group

 

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