A collection of People Records. Keywords, Automated Workflows, and Digital and Smart Connection Cards are unique to each Group and are housed within the individual Groups.

Groups Section:

The Section of your account where all the individual Groups are stored. You can create new Groups, as well as delete and restore old Groups from this section of your account.


The specific People Records that are a part of this individual Group. Learn how to utilize this tab here!

Staff Notifications:

A Text and/or an Email message is sent to a designated contact each time that the Connect Card is submitted for a specific Group. Learn how to set these up here!

Group Variables:

The Message Variable is unique to an individual Group that will be automatically inserted into this Groups specific Automated Workflow template.

Group Message History:

A record of all Group Text and Email Messages sent to this individual Group. Automated Workflows are sent individually and will display in the "Sent" folder, rather than this tab. Learn more about the difference between schedule messages and Automated Workflows here!

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