Groups are a great tool for organizing subscribers in your list for targeted communication. Before you can move subscribers into Groups, you need to make sure that you've set up your Group fields in your MailChimp list. After you have the Groups set up in your MailChimp list, you can easily move segments of your list into Groups and also import new subscribers directly into those Groups.

In this article:

Add individual subscribers to Groups

If you want to add a new subscriber to a Group when subscribing him or her to a list, just make sure to select which Groups you want this subscriber to be a part of before pressing the Subscribe button.

In a lot of cases, you have a handful of people already on your list who you know you want to move into a Group, but don't yet have data in your list that you can segment by. You'll have to find and place those subscribers into Groups.

Below, we walk you through how to add subscribers to Groups through their subscriber profile and through the list's Actions menu.

Note

Although there is not a way to set a “default group,” you can target subscribers who do not belong to any Group by creating a segment in your list with a condition for each of the Groups in your list that targets subscribers not in those Groups.

Add subscriber to Group through the profile

  1. Navigate to the Lists page.
  2. Locate the list you're working with and click the list name to view the subscribers.
  3. Click the Search icon next to the Settings drop-down menu to search this list's subscribers.
  4. Search for the subscriber you want to add to a Group using any of his or her information stored in the list.
  5. Click the View Profile button for a subscriber to go to this subscriber's profile.
  6. Look for the Groups subscribed to section under the Subscriber Details heading and press the Edit button for Groups.
  7. Choose any Groups you'd like this subscriber to be a part of.
  8. Click the Save button when you're done.

Add subscriber to Group using the Actions menu

  1. Navigate to the  Lists page.
  2. Click the name of the list you want to work with.
  3. To the left of each subscriber is a checkbox. Check the box for anyone you want to move into a Group you have set up.
  4. Click the  Actions drop-down menu and choose  Add to Group. Then click the Group Title to display the options and choose the Group you want to move these selections to.
  5. Click the  Confirm button to add the recipients to the Group.

Note

  • The Actions drop-down menu will not show options relating to Groups if you don't already have Groups set up and assigned to the list you are working with.

Import into Groups

If Groups have already been set up, you can easily add new subscribers directly into those Groups when importing the list. Just make sure to choose any Groups you'd like those subscribers to be a part of when uploading your list file on the import screen. Choosing Groups on the import screen will place all subscribers in your list file into the same Groups.

If you don't want to add all the subscribers in your import file to the same Groups, you'll either need to split the subscribers into individual list file imports or designate Groups for your subscribers prior to importing the list. You'll still need to create Groups in the MailChimp list prior to uploading your CSV or Excel file, so make sure those are set up before you attempt the import.

To make sure subscribers are imported into their designated Groups, the file needs to be set up correctly. Each Group Title should be in a separate column in your file. Group Titles and Group Names in the file must match the exact spelling, spacing, and capitalization of the Groups in the MailChimp list. In the column under each Group Title heading, you can add in the Group Names, with multiple Groups placed in the same cell and separated by commas.

Set up Groups in Excel

To import new subscribers into a Group, follow these steps:

  1. Navigate to the Lists page.
  2. Click the drop-down menu next to the Stats button for the list you want to work with and choose the Import option.
  3. Choose your import option (you can Copy/Paste from Excel or Import from a CSV or TXT File).
  4. Select Groups if you did not designate them in your list file prior to importing.
  5. Copy/Paste or choose your file for importing.
  6. Click the Import List button.
  7. We'll assign the Groups you designated to the subscribers you just imported.

Existing subscribers can also be moved into a new Group by importing a file and using the autoupdate feature to update contact info. One thing to note is that using autoupdate to add subscribers to Groups is only an additive process. There is not currently a way to remove subscribers from Groups when using autoupdate. To move subscribers into new Groups, just follow the steps below.

Move segments of a list into Groups

Moving segments of existing subscribers into a Group is also possible.

  1. Navigate to the Lists page.
  2. Click the name of the list you want to work with.
  3. Click the Segment drop-down menu.
  4. Select a saved segment to display the subscribers in that segment.

    Select New Segment to set your segmenting conditions and then click the Preview Segment button to show the subscribers who meet this criteria.

  5. Click the Select Visible option from the Selections Menu to select the displayed subscribers. 
    Select visble from the selections menu
  6. Click the Actions drop-down menu and choose Add to Group. Then click the Group Title to display the options and choose the Group Name you want this segment added to.
    Click Actions menu, then Add to Group to select Group
  7. Click the Confirm button to add the recipients to the Group. If there are more subscribers in the segment than can fit on a page, repeat the process until all members of the segment are moved into the Group.
  8. You can now easily send campaigns to just those subscribers on your list.

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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