Create a Group

Create a group of supporters either automatically in response to actions, or manually by using a query or a task.

To create groups automatically in response to actions, see the corresponding help topics for Donations, Query, Tasks, Interests, and Personal Events.

To manually create a group, see below.

To create a new group:

  1. Click Constituent360 > Groups.

  2. Click Add New Group.

  3. Enter a Name for your group.

  4. Provide a brief Description of the group. Although not required, this description displays on your Group List page and helps identify the purpose for your group.

  5. Choose a Security Mode for your Group from the drop-down menu provided. Choices include:

    • Not a Security Group -- groups that may be useful for communications or statistical analysis; for example, a group of new contacts from a recent seminar or a group of constituents to which you wish to send an email

    • User Security Group -- used with Security Categories to direct certain content to specific users; for example, a group of Board Members or Paid Subscribers

    • Admin Security Group -- used, frequently with Security Categories, to define certain administrative roles; for example, a group of Junior Administrators who will author your Spring Gala pages

  6. Select a Group Type from the drop-down menu provided, or click the second radio button and enter a new group type. The Group Type simply serves to organize your groups so they are easier to locate and manage.

  7. Click Save. The screen will refresh with the Group Summary statistics, including the unique Group ID.

    Note: After saving a new group, a Members tab becomes available that you can use as one method for adding members to the group. If you have created a User or Admin Security group, you will also have a new Permissions tab.