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MomentA

Groups

Organize contacts into named groups — teams, departments, friend circles, households — to send targeted content and recognitions.

Groups let you segment your contacts into named audiences — your design team, close friends, neighborhood association, school parents, client roster, or any other collection. Once a group is set up, you can address content, recognitions, and campaigns to it directly.

Create a group

  1. 1

    Open Groups

    Go to Groups in the studio sidebar.

  2. 2

    Create a new group

    Click New group, give it a name, and optionally add a description and a cover color.

  3. 3

    Add members

    Search your Contacts and add people. You can also add members by importing a CSV.

  4. 4

    Use the group

    Address a recognition, campaign, or bulk personalization to this group instead of individual contacts.

Managing members

  • Add or remove members at any time from the group's member list.
  • A contact can belong to multiple groups.
  • Group membership does not affect the contact's stored details or key dates.
  • Admins and above can create and manage groups in workspace accounts.

Recognitions to a group

The fastest way to send a recognition to an entire team is to select the group in the Recognition flow — MomentA personalizes a copy for every member automatically.