Segmenting stakeholders into lists will help provide a more relevant, tailored stakeholder experience. It is an easy way to identify, prioritise and understand who you are engaging with. Contact Groups are used in a tree-like structure and can be defined by a variety of attributes, including location, demographics, industry and or the interests of them. To capture information as accurately as possible, stakeholders can be assigned multiple Contact Groups.
To create a Contact Group;
- Click on the + Add New Contact Group button
- Input the Contact Group Name
- Select the Contact Group Parent from the dropdown. Note: By not selecting any Parent, this will create the Parent Contact Group
- Click Save
To edit a Contact Group;
- Select the Contact Group to edit
- Click on Edit (pencil icon)
- Update the details
- Click Save
To merge a Contact Group;
- Select the Contact Group to merge
- Click on the merge icon
- Select the relevant Contact Group from the list
- Click Merge
To delete a Contact Group;
- Select the Contact Group to delete
- Click on the trash can icon Note: If any, the sub groups need to be deleted before the Parent can be deleted
