Table of Contents

Create and Manage Groups

Groups are a way to organize your contacts so that you can easily identify those with similar traits or goals. For example, you may want to create a group for first time home buyers, long-term sellers, or past clients. Then, you’ll be able to easily sort and market to specific types of contacts; you can add groups to campaigns and marketing emails.

Groups and Marketing

To make engaging with your contacts easy and effective, when you add a contact to a group, they will also be added to any campaign associated with that group. Similarly, if you add a contact to a campaign via a group, you will only be able to remove them from the campaign by removing them from the group. In other words, you can only remove a contact from a campaign in the same way they were added.

  • If you added them to a campaign individually, you'll remove them individually
  • If you added them via a group, you'll remove them from the group to remove them from the campaign
Marketing Automation

You can automate your marketing by assigning specific contact types or lead sources to a group then associating a campaign with that group. Example: you create a group called “Social Media Leads” and you add “Facebook” as a lead source to that group. Any new leads that come in from Facebook will automatically be added to your specified group, as well as any campaigns associated with that group.

We do some of this automation on your behalf so that your new leads are auto-nurtured right away. See the “Groups and campaigns we automate for you” chart below for details.

To learn more about everything our system does on your behalf, check out our Journey of a Lead Through the Market Leader system article.
3 Minute Video to Learn How!

Group & Campaign Suggestions

Note: We recommend you only add each contact to 2-3 campaigns that complement each other (Ex: New Lead Nurture + Monthly Newsletter + Holiday Greetings) so that you don’t overload them with email.  

Target Segment

Group Ideas

Suggested Campaigns

All Contacts

All Contacts, Newsletter

Monthly Newsletter, Holiday Greetings, Offbeat Holidays

New Buyer Leads

New Buyer Leads (source), Buyers in (area name), Buyers (price range), First Time Home Buyers 

New Lead Nurture, First Time Home Buyers, Website Buyer Visitor, Rent VS. Buy

Cold Buyer Leads, Long-term Buyers

Cold Buyer Leads, Long-Term Buyers

Long Term Buyer, Buyer Gorilla Marketing, Cold Buyer Leads

New Seller Leads

New Seller Leads (source), Sellers in (area name), Sellers (price range), Short-term sellers 

New Lead Nurture, Website Seller Visitor, Expired Listings, FSBO – Let Me Handle It

Cold Seller Leads, Long-Term Sellers 

Cold Seller Leads, Long-Term Sellers 

Long Term Seller, Seller Gorilla Marketing, Cold Seller Leads, Thinking About Selling, Best Bet Home Improvements

Past Client

Past Clients, Referral Sources, Sphere of Influence 

Holiday Greetings, Offbeat Holidays, Home Care Checklist, Birthday Greetings, Purchase Anniversary, Seasonal Stay in Touch, Green Living Tips


Renters (area name), Renters (price range)

Rent VS. Buy, First Time Home Buyers

Personal Contacts

PTA, Colleagues, Soccer Parents, Church Group 

Holiday Greetings, Offbeat Holidays, Green Living Tips, Birthday Greetings, Seasonal Stay in Touch

Professional Contacts

Agent Network, Colleagues, Lenders, Contractors 

Holiday Greetings, Birthday Greetings

Groups and Campaigns We Automate for You:

We set up this automation on your behalf, so your new leads are auto-nurtured from day 1. You can turn off this automation by removing the associated campaign or lead source from the group. 

Target Segment

Lead Source

Group Name

Associated Campaigns

All New Leads

All Lead Sources


Monthly Newsletter

New Buyer Leads

Leads Direct, Website

Leads Direct & Website Leads

New Lead Nurture: Leads Direct and Website (HTML)

New Seller Leads


HouseValues & Seller Leads

New Lead Nurture: (HTML)

New Facebook Leads

Network Boost, Facebook

Facebook Leads

New Lead Nurture: Network Boost (HTML) 

Creating Groups

Creating a group is easy! First, select Manage Groups under the Contacts menu. In this Manage Groups view, you can see your groups, how many contacts are in each group, contact types, lead sources, as well as which campaigns are associated with each group.

To create a group, simply select Create New Group button, name your Group, and click Save. Now you can start adding contacts.

Adding Contacts to a Group

There are several ways you can add a contact to a group.

  • While manually adding a contact
  • On the All Contacts page [Bulk Update]
  • On the Contact Details page
  • During an import
Adding a contact to a group will automatically add that contact to any campaigns associated with that group. For example, if you add Group A to the Monthly Newsletter campaign, then you add a contact to Group A, that contact will automatically be added to the Monthly Newsletter campaign.

1. While Manually Adding a Contact

When you are manually entering a contact into your system, you have the option to add them to an existing group. While adding a contact, scroll down to the Groups section. Here, you can make your group selections before saving the new contact.

2. On the All Contacts Page

The most popular way is to navigate to the Contacts home page by clicking the Contacts tab and selecting All Contacts from the menu. Then, click the check box next to each person that you want to add to the group, and click Bulk Update.

Choose Edit the Records, and click continue.

From here, check the Groups or Campaigns box, and then select the group(s) you want to add. Then click the Update Now button.

Remember, by adding a contact to a group, they will be automatically added to any campaigns associated with that group.

3. On the Contact Details Page

You can also add a contact to a group from their Contact Details page. Simply click on a contact and look at the Nurture Zone section. Click on Marketing Group and the section will expand. You’ll be able to see what groups, if any, this contact currently belongs to.

To add the contact to a group, mark the check box next to each group you want to add the contact to and then click Save.

4. During an Import

When importing contacts you will have the option, during the import process, of adding your imported contacts to a group. Applying a group label during the import process saves time by applying the same label to everyone in your import list.

At step 2 of the import process you’ll see a drop down menu you can select, Add contacts to group. Click the drop down and select the group label you want applied. This group label will be applied to all of the contacts in your import file. Learn more about importing contacts.

Filter Contacts by Group

With your contacts in groups, you’ll be able to quickly filter your database to display contacts in specific groups, or contacts that aren't in any groups. groups. Simply click the Filters button from your Contacts Dashboard, and select the group(s), and click Search.

Your contact list will now show only those contacts in the selected group(s).

Remove Contacts from a Group

You can remove a contact from a group from the Contact Details page, or from your All Contacts dashboard. Just remember, if a contact was added to a campaign via a group, removing them from a group will also remove them from the campaign.

1. Contacts Page

Removing contacts from a group is the same as adding contacts to a group. Start by filtering your contact database to show the contacts in a specific group, select the contacts you wish to remove from the group, and click Bulk Update. Then select Groups or Campaigns, and choose the group(s) you're removing the selected contacts from.

2. Contact Details Page

From a contact’s details page, scroll down and expand the Marketing Group section within the Nurture Zone. Uncheck the group(s) you wish to remove them from and click Save.

Deleting a Group

To delete a group, select Manage Groups under the Contacts menu. Then click the delete icon next to the group you wish to delete.

If you still have contacts assigned to the group, you will have option to assign those contacts to another group. After making your changes, click Save.

Deleting a group will not delete the contacts associated with that group.
Helpful Tips
  • Deleting a group does not delete any contacts associated with that group
  • If you send an email to multiple groups, any contacts in more than one group will only receive the email one time
  • While there is no limit to how many groups you can have, we recommend putting some thought into your contact groups
  • Contacts can belong to more than one group at a time

Adding Associated Campaigns

From the Manage Groups page, find your desired group and click Add in the Associated Campaigns column. (Learn how to create and activate campaigns here: Create a New Campaign)

Then select the campaigns you want associated with that group and click Save.

Any contacts in your group will be added to these campaigns - meaning they get nurtured without you lifting a finger!

Adding a Lead Source

From the Manage Groups page, find your desired group and click Add in the Lead Source column.

Then select the lead source you want associated with that group and click Save.

Any future leads that come in from this lead source will be automatically added to your group - keeping your database organized!

How did we do?

Contact Status

Bulk Updates to Contact Records