Firstly, navigate to your Groups as follows:
Once there, you can navigate/edit your groups in several ways:
Searching through Groups
On the left side, you will see the list of filters allowing you to search your groups by keyword or phrase:
You may also use further filters to search your groups; these will also include any groups Vuelio has ready-made for you. Click the switch to see those groups that only your organisation has created.
Further filters are explained below:
Group Content - Allows you to find groups which only contain either Contacts or Outlets.
Group Type - Breaks down into the type of contacts contained by the group.
Target Outlet List - Allows you to toggle the lists used as Target Outlet Lists.
Filtering within a Group
Once you have located a Group of your choosing, if you click the name of the Group, you can utilise the filters on the left to search within the list.
Creating a smaller Group from a Master Group
After filtering/refining your Group, you have the ability to add those selected to a previously made Group or a brand new Group. Alternatively, you can use the "Select All" feature to quickly select all outlets or contacts within the group and save them as a new group. This will create a duplicate of the original group with the selected items.
Type the name of your new Group, and then click "Create & Save".
Add/Remove Contact/Outlets from your Group
If you would like to add contacts/outlets to a group, check out the Add individual Contacts to Groups guide. This is similar to adding Outlets from the respective profile too.
Removing Contacts/Outlets from a Group can be done from the Groups module. Just select the contact you wish to remove, then click the Delete button at the top of the list, the pop up will also confirm what will be removed from the Group and you will need to confirm the removal.
Rename Or Delete your Groups
If you would like to rename or delete your Group, click the Ellipsis at the top of the screen and click the option required.
Export Group Data to Excel
After selecting your contacts/outlets within the Group, click "Export" to download all the data to a CSV file.
Tips for Managing Large Contact Groups
Plan grouping and segmentation strategies in advance to simplify data management.
Utilize naming conventions for groups to easily identify the purpose (e.g., "Media Outlets – US Region" or "PR Contacts – Event A"). Check out our guide on Group Types to segment your Groups.
Regularly update and maintain contacts within groups to ensure relevance and accuracy during exports. Our Saved Search function will assist with this.
Utilise the "Select All" feature for efficiency when managing large groups, allowing you to quickly select all items within a group for actions like cloning or exporting.
Exporting Contacts
Create Groups for Export: Save contacts into dedicated groups to ensure only relevant records are exported.
Export in Bulk: Select an entire group for export, and manually remove unwanted entries before finalising the export.
Review Your Data: Validate group setups and selections before exporting to ensure accuracy.