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 automatically assigned based on a contact's activity, such as joining, registering for an event, or making a donation. These groups can only be used within the application that created them.
- Custom groups can be manually assigned by an administrator or chosen by the contact themselves using a form. To learn more about custom groups and how to allow members to choose a group, see this article. These groups can be used across different applications.
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:
Finally, groups simplify the management of memberships, events, pricing, and organizations. They allow for better categorization and organization of activities.