Groups are a powerful tool for targeting subscribers by their interests or preferences within a single list, so you don't have to manage multiple lists with overlapping subscribers. In addition to streamlining your lists and reporting, it helps keep your subscriber base low - an important factor if you're a monthly user, where fees are determined by the number of subscribers in your account.

Groups can be used for any data: a favorite food, a preferred store location, or anything you want to use to filter your list. When you add a Groups field to your list, subscribers can choose their preferences when they signup or update their profiles. That way, you can learn a little more about each subscriber, and target your content to the ones who are most interested.

In this article:

Add Groups to your list on the Lists page

  1. Navigate to the Lists page.
  2. Click on the list drop-down menu next to the Stats button for the list you want to add groups to and select Manage Subscribers.
    Choose Manage Subscribers from the list drop-down menu
  3. On the Manage Subscribers page click the Groups option.
  4. Click the Create Groups button to expand the group options.
  5. Select an option for how the Groups will appear on your signup form, or select the option to not display them.
    Choose how Groups will appear on signup form
  6. Next, create a Group title and at least one Group name. The Group Title serves as an overall category for your groups in order to keep similar options together. It's best to choose something descriptive, like "What's your favorite food?", and then use the group name to display the different options.
  7. To add more group names click the + Add Group button.
  8. Click the Save button when you've added all the information.
  9. A success message will appear and you can choose to Import To These Groups or click Done For Now.
    Choose next step from the success message

Add Groups to your list through the signup form

  1. Navigate to the Lists page.
  2. Click on the list drop-down menu next to the Stats button for the list you want to add groups to and select Signup forms.
    Choose Signup forms from the list drop-down menu
  3. Select General forms.
    Select General forms
  4. Confirm you're on the Build it tab.
    Make sure you're on the Build it tab
  5. Select the type of Group you want (Radio Buttons, Check Boxes, or Drop Down) from among the field types on the Add a field tab to the right of the signup form.
    Select the type of Group
  6. Your field settings will appear on the right. Set your preferences for the field and click the Save Field button.
    Set preferences for your field
  7. The new field will now be saved to your signup form.

When you add a field to a form, the Radio Buttons and Drop Drop options can be used as a regular field or as a Group. To convert the newly created field to a Group click the Convert to Groups button on the field settings tab.

Note

Group fields can not be set to required for a sign up form. The logic in our database is such that Groups shouldn't be required because they are considered to be a list of options or interests for segmenting and it is valid for someone to have no interests. If you are an advanced user or have a developer that can help out, a required Groups field could be custom coded using the Advanced forms option(available only to paid accounts) in your account.

This feature is limited to certain user levels. You can see your user level on the Users & Account Details page and this article explains what each level can access in the account.

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