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.
Can't find what you're looking for?