Watch this video to learn how to manage Groups or read about it below:
Groups allow you to organize people into custom categories for more personalized communication.
These can include Sunday guests, partnership class follow-ups, youth group reminders, and more. Groups enable targeted messaging and can be linked to automatically place individuals into specific journey communications.
How Groups Work
Groups can be connected to a specific journey (though, not required). For example:
- The Engage Group includes individuals who have inquired about your church but have not yet responded to a message.
- Members of this group will receive all nurture point messages associated with the Engage Journey until they transition to another stage.
Adding a New Group
To create a new group:
- Navigate to the Groups section.
- Click Add New Group.
- Provide a Group Name and a brief Description to clarify its purpose.
- Select Add Group to finalize the creation.
Custom Groups
Default Groups will correlate to the default Journeys in the app, such as Engage Group will receive Engage Journey messages. Creating new custom Groups will allow for messages to be sent out to people in relation to the Group they are associated with.
For instance, you may add a Prayer Group that is tied to receiving ‘21 Days of Prayer Journey’ messages. A person in any particular Group can remain in a stand-alone Group (ex: Engage) or may be added to an additional Group (ex: Engage and Prayer Groups). These groups can range from special events that your church is holding, to leaderships or small groups that can receive the same updates throughout the week.
Custom Groups are not required to have a Journey associated with each Group. If you prefer to not have automated messages sent to a specific Group, you can leave no Journey associated to the Group and simply Mass Message as needed.