View and Organize Contact Groups

Find the target group in your address book #

Enter the group area of the address book to view the currently visible groups. First check the name of the current account and the target group, and then open the corresponding group; different accounts may participate in groups with the same name, and they cannot be identified as the same group based on the name alone.

The group list is suitable for finding and organizing existing work groups, such as testing groups, customer service groups, and project collaboration groups. The presence of a group in the list does not mean that you have full management rights for the group.

View members and confirm who to operate on #

1. Click on the group you want to view.
2. Check the displayed group members to confirm that you are in the correct group.
3. Before further processing member information, confirm the operation purpose and scope of authorization.
4. If you are ready to send notifications, first check the group rules and recipients, and then select the appropriate group notification or sending process.

Membership lists are not automatic proof of individual contact permission. Don’t assume that just because someone is in the same group, they agree to receive unfamiliar one-to-one promotional messages.

Add category labels to groups #

Groups can be labeled to differentiate between work purposes. First determine the classification caliber, such as enterprise test group and formal service group, to avoid the same group being classified repeatedly with multiple similar names.

Public tags are maintained by administrators and are available to all team members, while personal tags are available to individual team members. For group classifications that need to be used uniformly by the team, the appropriate label type should be selected first; for specific creation and application methods, refer to the label tutorial.

Export member information when necessary #

Data list group member export and direct bulk messaging capabilities. Before exporting, it should be confirmed that it is data that the enterprise has the right to manage and necessary business purposes, and the scope of the objects should be limited. After exporting, check the content and save it properly. Do not put the real list into public help screenshots or forward it arbitrarily.

This material does not clarify the export file format, fields, permissions and capacity, nor does it state that exporting will automatically obtain marketing permission. Therefore, member export should not be used as the default step for subsequent unfamiliar bulk messaging. When you need to send a message, check the contact permission and sending range separately.

Join the group using an existing authorized link #

If there are already a batch of group links that you have the right to join, you can use the batch group adding function to process according to the current interface. Check the source of the link and the purpose of the group before submitting, first use a small number of enterprise test groups to verify, and do not grab other people's public group links to attract customers in batches.

After the task is completed, you should check which groups the account has actually joined, rather than just seeing that the link has been submitted. When joining fails, is pending approval, or group permissions do not match, the current result will be used. There is no guarantee that all links can be added directly.

Check your result

Frequently asked questions