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Duplicating groups

Here's how to copy group members from one group to another: 

  • Mouse over "Contacts" in the navigation bar and select an existing group name.
  • Tick the "Select all" box above the first contact and select all of the records.
  • Select “Perform bulk action on [number] records” at the bottom of the screen.
  • In the dialog that opens, select “Attach an item.” Then, choose “Group.”
  • If the group already exists, select the appropriate group name. If not, create a new group by typing in a new group name, and then selecting “Save group.”
  • Use a naming convention to easily spot duplicate groups. For example, if you're duplicating your "Vendors" group to sync with Mailchimp, name your duplicate group "Vendors - Mailchimp.”
  • Next, select “Attach to [number] records” to add the records to the selected group.
  • Want to merge groups instead? Learn how to merge groups here.
Next up:
Duplicate groups, Mailchimp list, copying
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