Contact Groups
Contact Groups let you organize contacts into reusable lists. Use groups to send targeted campaigns, compose emails to multiple recipients, filter your contact list, and automate workflows.
Creating a Group
- Navigate to Contacts → Groups in the sidebar
- Click + New Group
- Enter a name and optional description
- Click Create
Groups are workspace-scoped — each workspace has its own set of groups.
Adding Contacts to a Group
There are three ways to add contacts to a group:
Method 1: From the Group Page
- Go to Contacts → Groups
- Click Add Contacts on any group
- Type at least 2 characters to search by name, email, or company
- Click contacts to select them (highlighted in purple)
- Click Add Selected
Method 2: Bulk Action from Contacts List
- Go to Contacts
- Select contacts using the checkboxes
- Choose Add to Group from the bulk action dropdown
- Select the target group and click Apply
Method 3: Via Workflow Automation
Use the "Add to Group" action in workflows to automatically add contacts when triggered by events like new email, form submission, or tag assignment.
Using Groups Across MailTrixy
In Campaigns
When creating a campaign, select "Contact Group" as the audience type in Step 3 (Select Audience). Choose your group from the dropdown — the campaign will be sent to all active, subscribed contacts in that group.
In Compose Email
When composing a new email, type a group name in the To field. Groups appear in the autocomplete with a green GROUP badge. Selecting a group sends the email to all contacts in that group.
In Contacts Filter
On the Contacts page, use the Group dropdown filter to view only contacts belonging to a specific group.
In Workflows
Three group-related nodes are available in the workflow builder:
| Node Type | Name | Description |
|---|---|---|
| Action | Add to Group | Adds the contact to a specified group |
| Action | Remove from Group | Removes the contact from a specified group |
| Condition | Is in Group | Checks if the contact is a member of a group (branches Yes/No) |
Managing Groups
| Action | How |
|---|---|
| Edit group name/description | Click the edit icon on the group card |
| Remove a contact from a group | Use bulk action "Remove from Group" on the Contacts page |
| Delete a group | Click the delete icon — contacts are NOT deleted, only removed from the group |
| View group member count | Shown on each group card and in campaign audience selector |
Groups vs Segments
| Feature | Groups (Static) | Segments (Dynamic) |
|---|---|---|
| Membership | Manually added/removed | Auto-calculated from rules |
| Updates | Fixed until you change it | Updates every time it's queried |
| Best for | VIP lists, event attendees, manual curation | Behavioral targeting (e.g., "opened last campaign") |
| Campaign support | Yes | Yes |
| Workflow support | Yes (add/remove/check) | Condition checks only |
API Access
Contact Groups are available via the REST API. See the API Endpoints documentation for details on creating, listing, and managing group membership programmatically.