How Do I Create, Edit, or Delete a Contact Group?

Step 2 — Log in to your Setvi account.

Step 3 — Click on Workspaces.

Step 4 — Click on Contacts & Groups.

Step 5 — Click on Groups.

Step 6 — Click on Create New Group.

Step 7 — Enter your desired group name.

Step 8 — Click on Next.

Step 9 — Select the contacts you want to add to the group.

Click the checkbox next to each contact you want to include.

Step 10 — Click on Save.

Step 11 — Click on Close.

Step 12 — Open the options for an existing group.

Click the three dots on the right side of the group. The available options are:

Step 13 — To edit the group, click on Edit.

The Edit Group window allows you to change the contacts included in the group.

Step 14 — Click on Save when you have finished editing.

Create a SETVI contact group, add contacts, and open the group options to edit, rename, or delete it.