Contact Group

The Contact Group feature allows users to organize recipients for surveys or communications, enabling efficient management and distribution.

Creating a Contact Group

The Create Contact Group feature allows the user to create a new Survey group.

1. Click the Menu icon in the top-right corner of the platform.

2. Select Contacts from the context menu.

3. The Contacts page opens, displaying the Create New Contact Group option.

4. Enter a Group Name in the provided field.

5. Click Create New.

• A new contact group is created and displayed on the left pane of the screen.

• A notification confirms successful creation.

Adding Contacts to a Group

Users can add contacts to the group in two ways:

1. Upload Contacts from CSV

2. Create New Contacts manually

Notes:

• Multiple contact groups can be created by clicking the Add Contact Group icon.

• Contact groups simplify recipient management for surveys and email collectors.

Editing a Contact Group

The Edit Contact Group feature allows users to modify the details of an existing contact group, such as the group name, to ensure proper organization and clarity.

Steps to Edit a Contact Group

1. Navigate to the Contacts page.

2. Click the Settings icon.

3. Select Edit Contact Group from the context menu.

4. The page redirects to the Edit Contact Group screen.

5. Update the Group Name as needed.

6. Click Edit to save changes.

• The contact group details are updated successfully.

• A notification confirms the changes.

Notes:

• Editing a contact group does not affect the contacts within the group unless additional changes are made to the contact list.

• This feature is useful for renaming groups for clarity or updating naming conventions.

Deleting a Contact Group

The Delete Contact Group feature allows users to remove contact groups that are no longer needed, maintaining an organized list of recipients.

Steps to Delete a Contact Group

1. Navigate to the Contacts page.

2. Click the Settings icon.

3. Select Delete Contact Group from the context menu.

4. A confirmation dialog appears.

5. Click OK to confirm deletion.

• The selected contact group is removed from the list.

• A notification confirms that the deletion was successful.

Notes:

• Deleting a contact group does not delete the individual contacts; it only removes the group container.

• Ensure that the group is no longer required for surveys or email distribution before deleting.