Contacts & Groups

Manage your contacts and communicate to groups of people

Steffen Kongstoft avatar Jonas Brauer avatar Sofie Ellekær Fougt avatar +1
12 articles in this collection
Written by Steffen Kongstoft, Jonas Brauer, Sofie Ellekær Fougt and 1 other

Login issues - how to help your contacts

A guide on how you can help your contacts help themselves when they have issues getting confirmation codes or other login related issues.
Jesper Jakobsen avatar
Written by Jesper Jakobsen
Updated over a week ago

A quick tour of contacts & groups

Get a basic overview of how to navigate contacts and groups, basic and custom contact fields and contact settings.
Steffen Kongstoft avatar
Written by Steffen Kongstoft
Updated this week

Updating contact info

In this article: Contact information flow for new contacts and editing contact information for contacts and managers.
Jesper Jakobsen avatar
Written by Jesper Jakobsen
Updated over a week ago

How to create a Group manually

Sorting your Contacts in Groups makes it easier and faster for you to send out messages and makes sure they reach the right people.
Steffen Kongstoft avatar
Written by Steffen Kongstoft
Updated over a week ago

How to manually create Contacts

Create Contacts manually in a few quick steps.
Steffen Kongstoft avatar
Written by Steffen Kongstoft
Updated over a week ago

How to manually make Contacts members of a Group

Quickly make Contacts members of a certain Group.
Steffen Kongstoft avatar
Written by Steffen Kongstoft
Updated over a week ago

How to import Contacts and add them to Groups

Import Contacts from an Excel Spread Sheet and add them to Groups.
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Written by Steffen Kongstoft
Updated over a week ago

How to add and remove Contacts from Groups with Smart Rules

Create Smart Groups that automatically add or remove members based on the values you set in contact fields.
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Written by Steffen Kongstoft
Updated this week

How to export Contacts or Groups

Export a few select Contacts or a Group in an Excel Spread Sheet. You can update Contacts by exporting, updating and then importing.
Steffen Kongstoft avatar
Written by Steffen Kongstoft
Updated over a week ago

Contact relationship field

Create relationships between contacts - such as manager & employees - and automatically send notifications to certain people based on these.
Sofie Ellekær Fougt avatar
Written by Sofie Ellekær Fougt
Updated this week

Integrations at a glance

Integrations allow you to have an automated process for keeping your employee data up to date based on your employee data.
Sofie Ellekær Fougt avatar
Written by Sofie Ellekær Fougt
Updated over a week ago