Contact categories and groups

How do I assign contacts to groups?

There are two ways to assign contacts to groups.

  1. List of contacts. 'Assign to groups' button > Check boxes > click 'Assign' button
  2. Individual contacts. Select a Contact > 'Groups' tab > Check boxes > click 'Save' groups
    button

How do I send a mass email to a contact group?

To send an email to a group of contacts, go to that group and click 'Mail to group' button.

Mail to group

What are contact categories and groups?

Relenta allows you to create custom contact groups combined into categories. Each category can contain any number of contact groups as in the following example:

Category: Personality type

  • Group: Choleric
  • Group: Sanguinic
  • Group: Phlegmatic
  • Group: Melancholic

You can also categorize contacts using custom contact fields.

Below is a hypothetical example of how you can use contact categories and groups to segment your contact database:

Level of interest

  • Hot
  • Warm
  • Cold
  • Closed
  • Dead

Contact source

  • Website contact form
  • Trade show
  • Phone inquiry
  • Cold calling
  • Direct mail
  • Print ads
  • Referral

Preferred contact

  • Email
  • Phone

Status

  • Potential Client
  • Current Client
  • Occassional Client
  • Previous Client