Understanding Groups

Groups help segment and personalize the contact experience. They can be used to categorize contacts or assign them specific access rights, communications, or elements. Groups can also be assigned to events or organizations. To access and manage your groups, go to Configuration > Groups. There are two types of groups:

• System groups are assigned automatically based on the contact’s activity, such as a membership, event registration, or donation.
• Custom groups can be assigned manually by an administrator or selected by the contact themselves through a form. To learn more about custom groups and how to allow members to choose a group, read this article.

Groups can also be used to personalize communications. Contacts can choose the groups they want to belong to in order to receive only the communications that are relevant to them. To learn more about managing communications and groups, read this article.

Member-selected groups can also be used to automate contact lists, especially for managing newsletter sending. To learn more about groups and how they work in Yapla Newsletters, read this article.

They can also be used to restrict or grant access to certain pages of your website, such as private sections reserved for members. Each member can choose the sections they want to see in their personal space. Check out the following articles to learn more:

• My Groups module
• Restrict page access using custom groups

Finally, groups simplify the management of memberships, events, pricing, and organizations. They allow for better categorization and organization of activities.

To go further

• Import custom groups for your members
• Add a custom group to your donation campaign
• Create a preferential rate for your association's members