Contact groups

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Groups are how you say "this campaign is for these people". Instead of choosing contact by contact, you split the base once β€” VIP customers, people who bought last month, people who live in a given city β€” and choose the group when you build the campaign. Loja Bem Viver has the VIP customers group, which gets the deals before everyone else.

Create a group

In the menu, open Groups and click New group. Fill in the Name and, if you like, a Description β€” handy for remembering the group's criteria ("spent over R$ 300 in 2026"), especially when more of your team uses the account.

The list shows Name, Description, Status and the number of Members.

Putting contacts in the group

There are three paths, and they complement each other:

  • On the group page β€” in the row menu, click Manage members. The Add contacts card searches, by name or phone, contacts not yet in the group; add them one by one. The Current members card lists who is already there, with search and a remove button.
  • In Contacts, many at once β€” filter the list (by the custom field cidade: GoiΓ’nia, for example), select the contacts and use Add to group. It is the fastest way to build a group from a criterion.
  • When creating or importing β€” the new contact form and the spreadsheet import have a field to choose a group.

A contact can be in several groups at the same time. In a campaign, someone who is in more than one chosen group receives the message only once.

Mind the difference between the bulk actions on the Contacts page: Add to group keeps the contact's other groups, while Move to group removes the contact from every other group.

Removing members and deleting the group

  • Remove from group only unlinks: the contact stays in the base, with its full history.
  • Deleting the group does not delete contacts either β€” they just stop belonging to it. Only people with the Admin role delete groups.
  • Deactivate takes the group out of campaigns without undoing it: it disappears from the Audience step and, in a campaign that had already chosen it, stops bringing in contacts. Anyone also in an active group or added as an individual contact still receives it. Activate brings the group back.

Groups in a campaign

In the campaign's Audience step, tick one or more groups and, if you like, add Individual contacts. SendFast puts everything together, removes duplicates and leaves out anyone inactive, opted out or without WhatsApp β€” the summary shows how many will be reached before you send.

The audience is locked when the campaign is scheduled or sent: anyone who joins the group after that does not get that campaign.

Who can do what

Members and Admins create and edit groups, manage members and use bulk actions. Only an Admin deletes a group.

Where to go next

  • Add and organize contacts β€” filters and bulk actions to build groups.
  • Import contacts β€” bring a spreadsheet straight into a group.
  • Campaigns β€” choose groups as the audience.

In short: create groups with a name and a description of the criteria, fill them through Manage members, the Contacts bulk actions or the import, remember a contact can be in several groups without receiving twice, and choose the groups in the campaign's Audience step.

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