Groups are specialized audience fields that let contacts self-categorize based on interests or preferences using uniform responses you set. Groups can be used for any data you want to collect about a contact, like favorite foods, preferred store locations, or anything else you want to know.
In this article, you'll learn two ways to create groups in your audience.
Before you start
Here are some things to know before you begin this process.
- Groups work best if you need contacts to self-categorize when they subscribe to your email marketing. For internal audience organization, consider using tags.
- Group fields can be required on pop-up signup forms, and the Signup Form content block on landing pages, but not on hosted or embedded signup forms. Advanced, paid users can use the Advanced Forms option to custom-code a required group field.
- Group fields appear at the bottom of your audience's signup form, because they work different than regular audience fields.
- Each audience can have up to 60 group names. Group categories don't count toward the 60-group limit.
- You can also use group data to target contacts who are in a specific group or who are not currently in any group.
Create a group from the Groups page
To create a group from the Groups page, follow these steps.
- Click Audience.
- Click Audience dashboard.
- If you have more than one audience, click the Current audience drop-down and choose the one you want to work with.
- Click the Manage Audience drop-down and choose Manage contacts.
- Click Groups.
- Click Create Groups to expand the group options.
- Choose an option for how the groups will appear on your signup form.
- Type in a Group category and at least one Group name. The Group category is the overall category or theme for your groups, and is visible to subscribers. Create something descriptive, like, "favorite food" and use the Group names to display different options.
- To add more Group names, click Add Group.
- Click Save.
A success message will display with the option to Import To These Groups, or click Done For Now.
Create a group on your signup form
To create a group in your signup form, follow these steps.
- Click Audience.
- Click Audience dashboard.
- If you have more than one audience, click the Current audience drop-down and choose the one you want to work with.
- Click the Manage Audience drop-down and choose Signup forms.
- Select Form builder.
- Confirm you're on the Build it tab.
- On the Add a field menu, choose the field type for your group: Radio Buttons, Check Boxes, or Drop Down.
- Click Field settings to set your preferences.
Here, you can edit the field label, visibility, group options, and other preferences. If you're working with a radio button or drop-down field, you'll also need to click Convert To Groups.
- Click Save Field.
