Contacts Group
The Contacts Group feature allows you to organize your contacts into groups for easier management and targeted communication. By grouping contacts, you can segment your customer base based on shared characteristics, streamline bulk operations, and improve the efficiency of your support and marketing workflows.
Contacts Group Overview
The main view displays all contact groups in your workspace. At the top of the page, you can:
- Create New Group — Click this button to add a new contact group
- Search — Use the search bar to find a specific group by name
The table displays the following columns:
| Column | Description |
|---|---|
| Name | The name of the contact group |
| Description | A brief description of the group's purpose |
| Contacts Count | The number of contacts assigned to the group |
Creating a New Contact Group
To create a new contact group:
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Click the Create New Group button at the top right of the page.
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Enter a Name for the group (e.g., "VIP Customers", "Newsletter Subscribers", "Beta Testers").
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Add a Description to clarify the purpose of the group.
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Click Save to create the group.
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After creating the group, you can add contacts to it from the group detail page or from individual contact profiles. Click "Add to group" on the contact you want to add to the group.
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Click Save
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The contact you previously selected to add to the group is already a member of that group.
Managing Contacts in a Group
Adding Contacts
There are two ways to add contacts to a group:
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From the group detail page — Open the group and click Add Contacts to select contacts from your contact list.
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From a contact profile — Open an individual contact's profile and assign them to one or more groups.
Removing Contacts
To remove a contact from a group, open the group detail page and click the Remove action next to the contact you want to remove. The contact is not deleted — it is simply removed from the group.
Using Contact Groups
Contact groups integrate with other AskYura features to enhance your workflow:
- Targeted messaging — Send messages or announcements to specific groups of contacts
- Filtering — Use groups as a filter when searching or browsing your contact list
- Automation — Reference groups in automation rules to trigger actions for specific customer segments
- Reporting — Analyze customer interactions and behavior by group for more targeted insights
Managing Groups
Editing a Group
Click the Edit action on any group to update its name or description.
Deleting a Group
Click the Delete action to remove a group. This does not delete the contacts within the group — they remain in your contact list and can be assigned to other groups.
Use contact groups to segment your customers based on meaningful criteria such as subscription tier, geographic region, or product interest. Well-organized groups make it easier to deliver personalized experiences and manage your customer base at scale.
