Groups & bulk actions

Groups are how you segment contacts for campaigns and automations. Use bulk actions for list cleanup, and Automatic Un-subscribers for opt-outs.

5 steps 2 tips Updated Aug 21, 2026

At a glance

Overview

1 Open Manage Contacts. Filter the list by a group (or No Group) when you need a focused view.
2 When creating or editing a contact, click group pills to assign or remove membership — use New group to create one inline.
3 Pin up to 3 groups on the pills so your most-used segments stay at the top.
4 Select contacts (or Select all / select everyone in the filtered group), then Bulk Actions → Add to Group, Remove from Group, or Delete Contacts.
5 Configure Automatic Un-subscribers on the same page so opt-out replies move people into the Un-subscribers group.

Step by step

Work through each topic in order.

Contacts can belong to multiple groups. Pins are personal shortcuts (max 3).

1 Open Create or edit a contact and use the Groups pills on the right.
2 Click New group, enter a name, and Add Group — then select the new pill.
3 Click the pin control on a pill to keep that group at the top of the list (up to 3).
4 Save the contact. Use the group filter on Manage Contacts to show only that segment.

Faster than editing contacts one by one when cleaning lists.

1 Optionally filter by group first, then tick contacts or use Select all.
2 When a group filter is active, you can select every contact in that group in one click.
3 Open Bulk Actions and choose Add to Group, Remove from Group, or Delete Contacts.
4 Confirm the target group (for add/remove). On delete while filtered to a group, contacts only in that group are removed permanently; others are just removed from the group.

Opt-out phrases move contacts into the special Un-subscribers group and strip other group memberships.

1 On Manage Contacts, expand Automatic Un-subscribers Management.
2 Toggle the feature On or Off when you want to pause auto opt-outs.
3 Add trigger phrases (up to 20) or use suggestions, then save — matching inbound replies move the contact to Un-subscribers.
4 Review the Un-subscribers group before campaigns so opted-out people stay excluded.

Use groups for campaign and automation audiences — there are no contact-level tags (tags exist on CRM notes only).
Un-subscribers is system-managed; treat it as your opt-out list, not a marketing segment.