Contact Manager: Groups Tab

A contact group is a group of contacts that you can use for segmentation and within a contact flow. 

To create a contact group:

1. On the Configure tab, click Contacts > Contacts.
   The Contacts window appears.
2. On the Groups tab, click Add.
   The Contact Group window appears.

3. Specify values in the following fields, and then click OK.
   

   Field Descriptions

   Field	Description
   Group Name	Name for the group.
   Caller ID	Caller ID for the contact group.
   Callback Number	Callback number for the contact group.
   Email	Email address for the contact group.
   Code	SMS code for the contact group.

   The contact group appears on the Groups tab.

4. Click Save.
   The contact group is created. 

   • This contact group appears as an option in the following fields:
     • Group, when creating or modifying a contact on the Contacts tab of the Contacts window.
     • Contact Group, when creating or modifying a Do-Not-Contact (DNC) phone number on the Phone Number tab of the DNC window.
     • DNC Contact Group, when modifying the service settings on the Settings tab of the Services window.
   • After a contact group is created, the following tabs appear in the Contact Group window:
     • Associated Contacts: Displays the contacts associated with the contact group.
     • Associated DNC: Displays the DNC phone numbers associated with the contact group.
     • Associated Services: Displays the services associated with the contact group.
   • When creating a campaign through the contact manager, you can define the contact group to be the source for caller ID or callback number. This enables you to group agents in a single service or call center without the need to split the campaign.