How to add contacts to a group?

Add a Contact

• One or more selected contacts can be added to a group from multiple places.
• To start go to Contacts -> Contacts & Donor Management.

• On the contacts page perform a search and select one or more contacts you wish to add to a group.
• Click the Groups button at the top of the page and select the Add Contacts to Group option.

• In the pop up window, select the group you want to add the contact(s) to.

• Choose whether you want to add the selected contacts, or, alternatively, all contacts that match your search criteria.
• The second option is there to allow for adding contacts matching your criteria that are across multiple pages.

Contact record

• Go to the Contact that you would like to add to a group. 
• Click Action and then Add to Group.

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