Think of them as “homes” where you can place individuals so you can send messages, follow up, and connect with intention. 💙
Why Use Groups?
Groups allow you to:
Organize people within your account.
Create communication that’s tailored to each ministry, event, or audience.
Keep guest follow-up and member engagement simple and effective.\
Ways to Add People to Groups
There are several ways someone can be added to a group:
✅ Manually from the Groups Section
Open the group you want.
Click Add Member and select the person you’d like to include.
✅ From the People Section
When adding or editing a person in your People list, you can assign them to the right group directly.
✅ By Texting a Keyword
Guests or members can text a keyword (like VISIT or NEW) to join a specific group automatically.
✅ Through a Connect Card
Paper, digital, or QR code Connect Cards can all capture info and place people right into the group you set up.
Pro Tip 💡
Use a mix of these methods! For example, let first-time guests join by texting a keyword, while your staff adds leaders and volunteers manually. This keeps your Groups complete and up-to-date.
By organizing your people into Groups, you’ll save time, keep communication simple, and ensure every person feels known, noticed, and loved. 🙌