The Members tab in a Group gives you a central place to view who belongs to a group, add new contacts, move members to other groups, remove members, and review individual contact details.
Keeping your group membership current ensures the right people receive your messages and any automated workflows linked to that group.
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How to Open the Members Tab
In the left navigation, click Groups.
Click the name of the group you want to manage.
Click the Members tab.
How to Add Someone to the Current Group
Adding a contact to a group also enrolls them in any workflow linked to that group.
Three workflow trigger types send messages based on group membership: Group Join Trigger, Calendar Date Trigger, and Person Date Trigger.
Two other trigger types — Keyword Trigger and Connect Card Trigger — are activated by the contact's own action, so they do not require a group.
Important Note: Because Keyword Trigger and Connect Card Triggered Workflows do not require a Group, they will not appear in the Automated Workflows tab of any Groups.
Open the Members tab for the group.
Click Add Members.
Search for the contact by name or phone number in the popup that appears.
Select the contact and confirm to add them to the group.
How to Add Members to Another Group
Open the Members tab for the group.
Select the checkboxes next to the members you want to move.
Click the bulk action button that appears above the list.
Click Select Action and choose Add to Group.
Select the destination group and confirm.
How to Remove Members From a Group
Open the Members tab for the group.
Select the checkboxes next to the members you want to remove.
Click Select Action and choose Remove.
Confirm the removal.
How to Change the Sorting of Group Members
On the desktop application, members of a Group can be sorted by clicking the Name, Email, Phone Number, and Date Joined column headers or the arrow icon that appears beside them.
By default, the oldest Group members are displayed at the top, but you can adjust this sorting by clicking on that same column so the newest members are displayed first.
You can tell which column is being used to sort with the little arrow that appears by that column:
Clicking the arrow or the column header will change the sorting of your Group members.
How to View Member Info and Comments
Open the Members tab for the group.
Click the name of a contact.
A side panel opens showing their contact information and any comments left by your team.
Help & Support
If you have questions about managing group members, reach out to our support team at support@textinchurch.com
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