Groups
Groups provide a way to organize individual items from different features in your account. If you have items from Workflows, Forms and other features being used for a singular purpose such as onboarding new customers, allocate those items to a Group.
Create a new Group:
Click + Create a New Group
Give the new group a name
Click Create Group
- Change the color identifier to a color you'd like to use.
The following features can be utilized with Groups:
Workflows
Rules
Campaigns
Forms
Broadcasts
Groups may contain any mixture of items from the compatible features above and are not exclusive to items of a singular feature set.
Add an item to a Group:
Hover over the item
Click Add to Groups
From the drop-down, select the Group
An item can be included in multiple groups at the same time. Repeat the steps to add an item to a Group and select an additional Group to apply.
Remove an item from a Group:
Hover over the item
Click the x icon to the right of the Group name
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