Add Multiple People to a Group at Once
-
1Create and Populate a Group from an Advanced Search
1) If you are looking to create a new group as a result of an advanced search (such as age), click People > Advanced, choose your search criteria, then click the tri-dot icon and select Add or Remove From Groups.
After clicking Add or Remove from Groups, directly above Search Results, you'll see a new set of fields leading with the Take action on dropdown menu.
Click inside the Group field and select Add a New Group. Add the new group name in the box that appears then add the selected individuals by clicking Go (below).
-
2Add (copy) Everyone from an Existing Group to Another
2) If you would like to add everyone in one group to another, click Groups > List. Check the box to the left of the Group you’d like to work with, click the tri-dot icon and select Add or Remove From Groups.
In the lightbox that appears, select the Group you'd like to move everyone to (or Create a new Group), then click Go.
Note: Adding people from one group to another does not delete them from the original group. It adds them similar to copy/paste. -
3Add or Move Selected People to Another Group
Under Groups > List, click on the Group Name view everyone in the group. Use the provided checkboxes to select the group members you'd like to add or move.
Then click on the Tri-dot icon at the top right *(below).
You'll have 3 options:
- Add to Group will add the selected individuals to a new group, similar to copy/paste.
- Move To Group will remove the selected individuals from the existing group and add them to another group, similar to cut/paste.
- Remove from Group will pull out the selected individuals from the group in question.
Note: Removing individuals from a group will not delete individuals from your database. They will just no longer be found in the selected group.
-
4Add People to a Group from a Report3) To create a new group of individuals based on the results of a report (Giving, Attendance, etc), you will simply run the report, and upon completion click the gear icon and choose, Add or Remove from Groups.
-
5
-
6