Add Groups to a List

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.

Below, you'll learn two ways to add groups to your lists.  

Add Groups on Lists Page

  1. Navigate to the Lists page.
  2. Click on the list drop-down menu 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 Groups.
  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. 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, and is visible to subscribers. It's best to choose something descriptive, like "What's your favorite food?" and use the Group names to display different options.
  7. To add more Group names, click the Add Group button.
  8. Click Save.
    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 on Signup Form

  1. Navigate to the Lists page.
  2. Click on the list drop-down menu 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 the field types on the add a field menu.
    Select the type of Group
  6. Your field settings appear on the right. Set your preferences for the field and click the Save Field button.
    Set preferences for your field
    The new field is saved to your signup form.

When you add a Radio Buttons or Drop Down field to a form, it is a regular field by default. To convert the newly created field to a group, click the Convert to Groups button 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