Contact Groups

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;

  1. Click on the + Add New Contact Group button
  2. Input the Contact Group Name 
  3. Select the Contact Group Parent from the dropdown. Note: By not selecting any Parent, this will create the Parent Contact Group
  4. Click Save

To edit a Contact Group;

  1. Select the Contact Group to edit
  2. Click on the pencil icon next to the Contact Group name which will allow you to edit
  3. Update the details
  4. Click Save

To merge a Contact Group;

  1. Select the Contact Group to merge
  2. Click on the merge icon in the the top right hand corner
  3. Select the relevant Contact Group from the list to merge into (this will become the new Contact Group name)
  4. Click Merge

To delete a Contact Group;

  1. Select the Contact Group to delete
  2. Click on the trash can icon Note: If any, the sub groups and stakeholder need to be deleted before the Parent can be deleted
  3. You will be asked to confirm your decision, to proceed, select 'Yes' or to cancel select 'No'

To share a Contact Group across projects;

  1. Select the Contact Group you want to share (this saves you from manually adding the group to each project)
  2. Use the drop down to select from either 'Share contract group name' or 'Share contract group and stakeholders' if you do NOT want all stakeholders shared acorss projects as default selec "Share contact group name" Note: by default it will be set to 'Do not Share' 
  3. Use the next drop down to select from either 'Only share to selected projects and not future projects' or 'Share to all selected and future projects within this project group'
  4. Based on your selections, use the list of Contact Groups to select the Contact Group(s) you want to share to