Advice and answers from the SendOutCards Team

How do I create a group and then add contacts to that group?

To create a group, hover over Main Menu then click Groups. Here you will enter the new group where it says Add New Group then click on Submit.

To add contacts to your group, hover over Main Menu and click on Find Contact. From here click on List Primary Contacts. Once the contacts are listed, place a check next to the contacts you would like in the group. Click Groups, select the group name and click Add To Group.

***Another option to add just a single contact into a group would be to search for the specific contact, click View Contact, near the bottom of the page, under Group Membership check the group then click Save. This will also work when adding a new contact. Contacts can also be imported directly into a group. Please see the instructions on importing contacts to learn more.

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