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You can organize contacts into segments called contact groups. Segmentation allows you to divide your site visitors and users into groups of people with shared characteristics, which you can then accurately target in your on-line marketing efforts (such as Email marketing).
If you have the Kentico CMS license, you can only add contacts to groups manually.
If you have the Kentico EMS license, you can either add contacts to groups manually or set up the system to assign contacts to groups automatically based on conditions. Moreover, you can add accounts to groups.
Contact groups are shared across all websites in the system. Contacts can belong to any number of different contact groups.
Merged contacts in contact groups
When merging contacts, note that only the parent contacts are assigned to contact groups.
You can manage contact groups in the Contact groups application.
Click New contact group to create contact groups.
To add individual contacts to contact groups:
You can find all contacts in the contact group listed on the tab.
In the Kentico EMS edition, you can also add entire contact accounts to groups:
Adding an account automatically assigns all of the account's contacts into the group. You can find all contacts added via accounts on the group's Contacts tab (identified by the Yes value in the From account column).
To remove individual contacts from contact groups:
You can remove multiple contacts using the options below the list:
In the Kentico EMS edition, the condition based contact groups automatically gather all contacts that fulfill certain criteria (defined through a macro condition).
Edit () the contact group.
On the General tab, enable Condition-based contact group.
Specify the condition in the Condition field.
(Optional) Enable Scheduled rebuild. Ensures that the contact group is automatically rebuilt every day by a scheduled task.
Rebuilding contact groups
Rebuilding ensures that the group only contains contacts that fulfill the current condition. You only need to rebuild after modifying the group's condition. When a contact is created or updated, the system automatically checks if the contact fulfills the conditions of contact groups and adds or removes them accordingly.
Do not run the recalculation during the peak traffic hours of a live website. Contact group recalculation can be a resource intensive process that may reduce the website's performance. You can change the time of Scheduled rebuild in the Scheduled tasks application.
You can manually rebuild the contact group at any time by clicking Rebuild contact group.
Click Save.
You can find all contacts added through the condition on the group's Contacts tab (identified by the Yes value in the Condition-based column).
Using form data in contact group conditions
You can use the information visitors enter into form fields to create contact group conditions.
If you are using custom macro rules, developers can significantly improve contact group performance by implementing a translation for these rules.