Create a New List Group

This feature requires Manager user level or higher.

Groups are a powerful tool that targets subscribers by their interests or preferences within a single list, so you don't have to manage multiple lists with overlapping subscribers. Groups can be used for any data, like a favorite food, a preferred store location, or anything you want to use to filter your list.

In this article, you'll learn two ways to create groups in your lists.  

Before You Start

Here are some things to know before you begin this process.

Create a Group in Your List

To create a group in your list, follow these steps.

  1. Navigate to the Lists page.
  2. Click the drop-down menu next to the list you want to work with, and choose Manage contacts.
    click manage contacts
  3. Click Groups.
  4. Click Create Groups to expand the group options.
  5. Choose an option for how the groups will appear on your signup form.
    New group showing the options for Group category and Group name options.
  6. Type in a Group category and at least one Group name. The Group category is the overall category or theme for your groups, and is visible to subscribers. Create something descriptive, like, "favorite food" and use the Group names to display different options.
  7. To add more Group names, click Add Group.
  8. Click Save.

A success message will display with the option to Import To These Groups, or click Done For Now.
Choose next step from the success message

Create a Group on Your Signup Form

To create a group in your signup form, follow these steps.

  1. Navigate to the Lists page.
  2. Click the drop-down menu next to the list you want to work with, and select Signup forms.
    click signup forms
  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 the field types on the Add a field menu.
    Select the type of Group
  6. Click Field settings to set your preferences. Click Add An Option to add as many options as you need.
    Set preferences for your field
  7. Click Save Field.

When you add a Radio Buttons or Drop Down field to a form, it's a regular field by default. To convert the field to a group, click Convert to Groups on the Field settings tab.
Field settings column showing labels and cursor over Convert To Groups button.

Was this article helpful?
What can we do to improve articles like this?

Technical Support