Contact groups must be created before using them in recurring campaigns.
Creating a Group:
- Go to Group Management → Groups
- Click “Create New Group”
- Enter group name (e.g., “Premium Customers”, “Newsletter Subscribers”)
- Save the group
Adding Contacts to Groups:
Method 1: Manual Entry
- Go to Group Management → Contacts
- Click “Add Contact”
- Select the group
- Enter contact name and mobile number
- Save
Method 2: File Upload
- Prepare CSV/Excel file with Name and Mobile columns
- Go to Group Management → Contacts
- Use “Import Contacts” feature
- Map columns and upload
Method 3: From Inbox (WhatsApp users)
- Go to WhatsApp → Inbox
- Find the contact
- Click “Add to Group”
- Select or create group
Managing Groups:
To Edit a Group:
- Find the group in Groups list
- Click Edit icon
- Modify name or settings
- Save changes
To Delete a Group:
- Deletes all contacts within the group
- Recurring campaigns using this group will fail
- Use with caution!
Tips for Effective Group Management:
Use Descriptive Names:
- ✅ “Monthly Premium Subscribers”
- ❌ “Group 1”
Organize by Campaign Type:
- Birthday Wishes Group
- Payment Reminder Group
- Newsletter Subscribers
- Promotional Offers Group
Keep Contacts Updated:
- Remove inactive numbers
- Update names regularly
- Remove duplicates
Use Multiple Groups:
- One campaign can send to multiple groups
- System automatically removes duplicates