Create Contact Groups 創建聯繫人組
Here you will learn a step that will later make broadcasting a simpler use - creating contact groups. We will take you an a step-by-step in creating contact groups of your own needs.
在這裡,您將學習一個步驟,稍後將使廣播變得更簡單 - 創建聯繫人組。 我們將帶您逐步創建您自己需要的聯繫人組。

What are Contact Groups? 甚麼是聯繫人組?

Contact Groups are simply groupings of contacts within your organization's reach and network, grouped in relevance such that when broadcasting and template messages are used, these messages can be directed to specific groups, with the intended audience! 聯繫人組只是組織範圍內和網絡內的聯繫人分組,按相關性分組,這樣當使用廣播和模板消息時,這些消息可以定向到特定的群組,以及目標受眾!

How to find Contact Groups? 如何找到聯繫人組?

You can go to the main menu to the right, where you can click on Contacts - here you can see all your contacts against the attributes or Contact Fields you've set up on Settings. 您可以轉到右側的主菜單,在那裡您可以單擊聯繫人 - 在這裡您可以根據您在“設置”中設置的屬性或聯繫人字段查看您的所有聯繫人。
To learn more about setting up your Contact Fields, jump here! 要了解有關設置聯繫人字段的更多信息,請跳到這裡!
On the contacts page, on the top right corner, you can find the Contact Groups button, click to enter. Here you can see the list of contact groups you have, the number of people subscribed to it, the platform to which it is used and its creator. 在聯繫人頁面,右上角可以找到聯繫人組按鈕,點擊進入。 在這裡,您可以看到您擁有的聯繫人組列表、訂閱它的人數、使用它的平台及其創建者。
In fact, if you click the more symbol to the most right of each row, indicating a group, you can find options to view or delete a group. Viewing the group allows you to see more details of the group. 事實上,如果您單擊每行最右側的更多符號,表示一個群組,您可以找到查看或刪除群組的選項。 查看允許您查看群組的更多詳細信息。

How to create/delete Contact Groups 如何創建/刪除聯繫人組

But of course, as your clientele network becomes bigger, organization becomes astronomically useful and your team may want to make more contact groups for easier reference. No worries! 但是,當然,隨著您的客戶網絡變得更大,群組變得非常有用,您的團隊可能希望建立更多的聯繫人組以便於參考。 不用擔心!
To create contact groups, click the button on the top right corner and you will access a dashboard to the right of your screen which will prompt you to indicate the channel/platform the group is intended for and to name the new group. 要創建聯繫人群組,請單擊右上角的按鈕,您將訪問屏幕右側的儀表板,該儀表板將提示您指明群組適用的渠道/平台並命名新群組。
You can also choose to delete contact groups if they are no longer needed. Simply go the more symbol mentioned before to choose delete on each row you want removed. 如果不再需要聯繫人組,您也可以選擇刪除它們。 只需轉到前面提到的更多符號,在要刪除的每一行上選擇刪除。

How to add and Manage Contacts to Contact Groups? 如何添加和管理聯繫人到聯繫人組?

Once you've learnt how to create a group, it's time to learn how to populate it, then manage it - and it is very simple. 一旦您學會瞭如何創建一個組,就可以學習如何填充它,然後管理它——這非常簡單。

How to add Contacts to Contact Group? 如何將聯繫人添加到聯繫人組?

To add contacts into a specific group, you will find just to the left of the more symbol on each row, a blue group avatar symbol. Click here and you'll access the contact list of each group. On the top right of the page, you will see the Add Contact button. Click here to access the full contact list where you can toggle the contacts you want included in the group. 要將聯繫人添加到特定組中,您會在每行更多符號的左側找到一個藍色的組頭像符號。 單擊此處,您將訪問每個組的聯繫人列表。 在頁面的右上角,您將看到“添加聯繫人”按鈕。 單擊此處訪問完整的聯繫人列表,您可以在其中切換要包含在組中的聯繫人。
You can even filter to look for specific customers or simply search for them on the search bar. Click Add to finish adding customers.

How to manage Contact Groups? 如何管理聯繫人組?

Within each Contact Group's contact list, as well as the Add Contact function, there is an edit column function which allows you to only surface information on each contact that you as a user may feel is most necessary. 在每個聯繫人組的聯繫人列表以及添加聯繫人功能中,都有一個編輯列功能,它允許您僅顯示您作為用戶認為最需要的每個聯繫人的信息。
In clicking Edit Column, you will find that there are some attributes on visible column and some on hidden fields, feel free to toggle the checkmark to switch attributes or fields back and forth between the two to optimize your own experience. 點擊編輯欄,您會發現有一些屬性在可見列上,一些在隱藏字段上,您可以隨意切換複選標記在兩者之間來回切換屬性或字段,以優化您自己的體驗。
Using the Filter function is very much similar to how you use your filter function in managing your inbox and utilizes an add field-choose specifics mechanism to slice and view the accounts and contacts you are deliberately looking for. 使用過濾器功能與您在管理收件箱時使用過濾器功能的方式非常相似,並利用添加字段選擇細節機制來切片和查看您有意查找的帳戶和聯繫人。

What's Next? 下一步是?

After creating contact groups, you have essentially created targets for another function, Broadcasts, to be used effectively. In the next page, you will learn all the nitty-gritty in using broadcasts to make powerful outreach to your valued customers! 創建聯繫人組後,您實際上已經為另一個功能(廣播)創建了有效使用的目標。 在下一頁中,您將了解使用廣播向您尊貴的客戶進行強有力的宣傳的所有細節!
Last modified 4mo ago