Creating and Using Custom Groups

Groups are fields that help organize contacts based on common traits. They are designed to be extremely flexible and are fully customizable for each team.

It’s important to note that tags are assigned to donations to help organize individually at the donation level.

Custom Groups

To create a group:

  • Click List Management in the main navigation bar
  • Scroll down to navigate to Manage Groups
  • Click Create Group
  • Use the Group Name box to create a name and then click Save

To add one contact to a group:

  • Click Contacts in the main navigation bar
  • Select the contact to add to a group
  • Click on the groups icon
  • Click the drop-down to select from your previously created groups

To mass/bulk add contacts to a group:

  • Click Contacts in the main navigation bar
  • Flag all the contacts you want to add to a group
  • Click the Flagged icon
  • Select Assign To Group
  • Click the drop-down to select from your previously created groups

Smart Groups

Smart groups are groups built by FundHero based on the information in your account. You can recognize smart groups based on this icon >  . You can learn about smart groups here. 

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