User Manual Navigation Overview Overview Blocked or Banned Account Customer Data Policy GDPR HIPAA Terms of Service Overview Overview Settings OAuth Applications Subscriptions Overview Account Member Roles Email Setup Integrations Groups Templates Lead Scoring Webhooks Billing Settings Revenue Google Tag Manager UTM Codes Default Currency Symbol Night Mode Overview Active Inactive Segments Bulk Operations Lifetime Value Deactivate People Identified People Merge People Delete People Pruning Operations Unsubscribe & Resubscribe Overview Fields Timeline Orders Website Sessions Emails Workflows & Campaigns Activity Overview Create Custom Field Set Custom Field Value Add Custom Field Edit Delete Call Value with Liquid View & Manage Overview Event Properties Predefined Events Custom Events Add Custom Events Record a Custom Event Performed a Custom Event Call Event Properties with Liquid Event Segmentation Overview Create Apply Search Edit Merge Delete Drip Source Tags Overview Create a Workflow Monitor a Workflow Pause a Workflow Split Test Delete a Node Add Segment Triggerless Workflows Workflow Settings Notification Emails Triggers Actions Parallel Paths Decisions Goals Delays Exits Overview List Create a Rule Triggers Actions Notification Emails Overview Create a Bulk Operation Select Automation Actions Schedule the Operation Unperformed Complete Overview Workflows Rules Overview Create a Broadcast Schedule a Broadcast to Send Unschedule a Broadcast Monitor a Broadcast Broadcasts Metrics Overview Create a Campaign Schedule a Campaign Send a Campaign Monitor a Campaign Opt-In Forms Add Emails to an Existing Campaign Overview Visual Builder HTML Builder Text Builder Email Builder Preferences Suppress "__s" From Rendered Links Custom Dynamic Content Product Content Block Fonts Background Images Change Email Templates File Attachments Overview List Create a Form Widget Create an Embedded Form Create a Hosted Form Add Form Content Add a Drop-Down Selector, Radio Buttons, and Checkboxes to an Embedded Form Apply Tags and Custom Fields through Embedded Form Fields Track Form Submissions Wildcards Overview Email Metrics Opens By Hour Clicks New People Subscribed People Events Recent Activity Conversions Overview How we Calculate your Bill Cancel Account Transfer Account Ownership Invoices Change Your Plan Type Update Billing Information Refund Policy Overview Intro to Liquid Objects Attributes Filters Tags Overview Customer Events Checkout Events Purchase Events Product Events Order Fulfillment Events Refund Events Reorder URL Currency Disconnect Shopify Overview 1.5 + Integration Instructions 2+ Integration Instructions Integration Features Magento Data Support Multiple Sites Uninstall Magento Overview Integration Instructions Integration Features WooCommerce Data Uninstall WooCommerce Overview WebinarJam SamCart Privy ThriveCart 1ShoppingCart Authorize.net Calendly Chargify ClickBank ClickFunnels Close DPD Leadpages PayPal Stripe Pipedrive Unbounce Zapier MemberMouse Overview Create RSS-to-Email Rule Wire Up RSS feed Set Up Email Content
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
User Manual Navigation Overview Overview Blocked or Banned Account Customer Data Policy GDPR HIPAA Terms of Service Overview Overview Settings OAuth Applications Subscriptions Overview Account Member Roles Email Setup Integrations Groups Templates Lead Scoring Webhooks Billing Settings Revenue Google Tag Manager UTM Codes Default Currency Symbol Night Mode Overview Active Inactive Segments Bulk Operations Lifetime Value Deactivate People Identified People Merge People Delete People Pruning Operations Unsubscribe & Resubscribe Overview Fields Timeline Orders Website Sessions Emails Workflows & Campaigns Activity Overview Create Custom Field Set Custom Field Value Add Custom Field Edit Delete Call Value with Liquid View & Manage Overview Event Properties Predefined Events Custom Events Add Custom Events Record a Custom Event Performed a Custom Event Call Event Properties with Liquid Event Segmentation Overview Create Apply Search Edit Merge Delete Drip Source Tags Overview Create a Workflow Monitor a Workflow Pause a Workflow Split Test Delete a Node Add Segment Triggerless Workflows Workflow Settings Notification Emails Triggers Actions Parallel Paths Decisions Goals Delays Exits Overview List Create a Rule Triggers Actions Notification Emails Overview Create a Bulk Operation Select Automation Actions Schedule the Operation Unperformed Complete Overview Workflows Rules Overview Create a Broadcast Schedule a Broadcast to Send Unschedule a Broadcast Monitor a Broadcast Broadcasts Metrics Overview Create a Campaign Schedule a Campaign Send a Campaign Monitor a Campaign Opt-In Forms Add Emails to an Existing Campaign Overview Visual Builder HTML Builder Text Builder Email Builder Preferences Suppress "__s" From Rendered Links Custom Dynamic Content Product Content Block Fonts Background Images Change Email Templates File Attachments Overview List Create a Form Widget Create an Embedded Form Create a Hosted Form Add Form Content Add a Drop-Down Selector, Radio Buttons, and Checkboxes to an Embedded Form Apply Tags and Custom Fields through Embedded Form Fields Track Form Submissions Wildcards Overview Email Metrics Opens By Hour Clicks New People Subscribed People Events Recent Activity Conversions Overview How we Calculate your Bill Cancel Account Transfer Account Ownership Invoices Change Your Plan Type Update Billing Information Refund Policy Overview Intro to Liquid Objects Attributes Filters Tags Overview Customer Events Checkout Events Purchase Events Product Events Order Fulfillment Events Refund Events Reorder URL Currency Disconnect Shopify Overview 1.5 + Integration Instructions 2+ Integration Instructions Integration Features Magento Data Support Multiple Sites Uninstall Magento Overview Integration Instructions Integration Features WooCommerce Data Uninstall WooCommerce Overview WebinarJam SamCart Privy ThriveCart 1ShoppingCart Authorize.net Calendly Chargify ClickBank ClickFunnels Close DPD Leadpages PayPal Stripe Pipedrive Unbounce Zapier MemberMouse Overview Create RSS-to-Email Rule Wire Up RSS feed Set Up Email Content
