Adding Contacts to Groups in Bulk

FundHero allows you to add multiple contacts to a group at once through the “Flag” feature.

To Flag a Contact:

  • Navigate to the Contacts Screen
  • On the left side, find the contact you want to mark
  • Click on the “Flag” icon.
  • Once flagged, the “flag” icon will turn red, and the number of flagged contacts will always show on the top of the contacts bar.

To add contacts to a group in bulk.

  • Click on the “Flagged” tab on the top of the contacts scroll bar to only view your flagged contacts
  • Click “Assign to Group”
  • Select or type the group you would like all flagged contacts to be added to.
  • Hit enter and all contacts will be assigned to that group.