Overview Account Dashboard Overview Overview User Settings Overview Settings OAuth Applications Subscriptions Overview Settings 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 People Overview Active Inactive Segments Tags List Fields List Imports/Bulk Ops Lifetime Value Deactivate People Identified People Merge People Delete People Pruning Operations Profile Profile-Profile Fields Profile-Timeline Profile-Orders Profile-Website Sessions Profile-Workflows & Campaigns Profile- Emails Profile-Events Overview Custom Fields Overview Create Custom Field Set Custom Field Value Add Custom Field Edit Delete Call Value with Liquid List Overview Events 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 Tags Overview Create Apply Search Edit Merge Delete Drip Source Tags Overview Workflows Overview List Create a Workflow Triggers Triggerless Workflows Actions Parallel Paths Decisions Goals Delays Split Test Exits Delete a Node Monitor a Workflow Workflow Settings Notification Emails Add Segment Overview Rules Overview List Create a Rule Triggers Actions Notification Emails Overview Bulk Operations Overview Create a Bulk Operation Select Automation Actions Schedule the Operation Unperformed Complete Overview Automation Email Overview Workflows Rules Overview Broadcasts Overview Create a Broadcast Schedule a Broadcast to Send Unschedule a Broadcast Monitor a Broadcast Broadcasts Metrics Overview Campaigns Overview Create a Campaign Schedule a Campaign Send a Campaign Monitor a Campaign Opt-In Forms Overview Email Builder 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 Forms 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 Overview Wildcards Overview Overview Analytics Overview Subscribed People New People Unsubscribes Email Metrics Opens By Hour Clicks Hard Bounces Events Recent Activity Conversions Overview Billing Overview High Watermark System Annual Billing Monthly Billing Cancel Account Transfer Account Ownership Invoices Change Your Plan Type Update Billing Information Refund Policy Overview Liquid Overview Intro to Liquid Objects Attributes Filters Tags Overview Shopify Overview Customer Events Checkout Events Purchase Events Product Events Order Fulfillment Events Refund Events Reorder URL Currency Disconnect Shopify Overview Magento Overview Customer Events Cart Events Order Events Product Events Wishlist Events Newsletter Events Magento Setup Overview Integrations Overview WebinarJam SamCart Privy ThriveCart 1ShoppingCart Authorize.net Calendly Chargify ClickBank ClickFunnels Close DPD Leadpages PayPal Stripe Pipedrive Unbounce Zapier MemberMouse Overview RSS-to-Email Overview Create RSS-to-Email Rule Wire Up RSS feed Set Up Email Content List Overview General Information Overview Blocked or Banned Account Customer Data Policy GDPR HIPAA Terms of Service
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
Overview Account Dashboard Overview Overview User Settings Overview Settings OAuth Applications Subscriptions Overview Settings 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 People Overview Active Inactive Segments Tags List Fields List Imports/Bulk Ops Lifetime Value Deactivate People Identified People Merge People Delete People Pruning Operations Profile Profile-Profile Fields Profile-Timeline Profile-Orders Profile-Website Sessions Profile-Workflows & Campaigns Profile- Emails Profile-Events Overview Custom Fields Overview Create Custom Field Set Custom Field Value Add Custom Field Edit Delete Call Value with Liquid List Overview Events 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 Tags Overview Create Apply Search Edit Merge Delete Drip Source Tags Overview Workflows Overview List Create a Workflow Triggers Triggerless Workflows Actions Parallel Paths Decisions Goals Delays Split Test Exits Delete a Node Monitor a Workflow Workflow Settings Notification Emails Add Segment Overview Rules Overview List Create a Rule Triggers Actions Notification Emails Overview Bulk Operations Overview Create a Bulk Operation Select Automation Actions Schedule the Operation Unperformed Complete Overview Automation Email Overview Workflows Rules Overview Broadcasts Overview Create a Broadcast Schedule a Broadcast to Send Unschedule a Broadcast Monitor a Broadcast Broadcasts Metrics Overview Campaigns Overview Create a Campaign Schedule a Campaign Send a Campaign Monitor a Campaign Opt-In Forms Overview Email Builder 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 Forms 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 Overview Wildcards Overview Overview Analytics Overview Subscribed People New People Unsubscribes Email Metrics Opens By Hour Clicks Hard Bounces Events Recent Activity Conversions Overview Billing Overview High Watermark System Annual Billing Monthly Billing Cancel Account Transfer Account Ownership Invoices Change Your Plan Type Update Billing Information Refund Policy Overview Liquid Overview Intro to Liquid Objects Attributes Filters Tags Overview Shopify Overview Customer Events Checkout Events Purchase Events Product Events Order Fulfillment Events Refund Events Reorder URL Currency Disconnect Shopify Overview Magento Overview Customer Events Cart Events Order Events Product Events Wishlist Events Newsletter Events Magento Setup Overview Integrations Overview WebinarJam SamCart Privy ThriveCart 1ShoppingCart Authorize.net Calendly Chargify ClickBank ClickFunnels Close DPD Leadpages PayPal Stripe Pipedrive Unbounce Zapier MemberMouse Overview RSS-to-Email Overview Create RSS-to-Email Rule Wire Up RSS feed Set Up Email Content List Overview General Information Overview Blocked or Banned Account Customer Data Policy GDPR HIPAA Terms of Service
