Contact Groups

Creating & Managing Groups

Contact Groups allow you to bundle multiple contacts under a common theme or campaign:

1. New Group: Create a group in your workspace, naming it (e.g., “Cybersecurity Prospects” or “NY Leadership”).

2. Add Contacts: Search for individuals or use filters to bulk-select them.

Group-Level Insights

• Shared Topics: Which topics appear most frequently among members.

• Aggregated Engagement: Summaries of how many articles or assets this group has collectively interacted with.

• Signal Alerts (if enabled): Track when a significant portion of the group engages with a new topic or asset, prompting timely outreach.

Team Collaboration: Use contact groups to coordinate follow-up efforts or campaign messaging across your team. Everyone sees the same group data in real time.