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Contact Groups

The more customers you have the better it is for your business! But, how do you organize all your customers in an easy-to-manage group? With UnitWise, all your contacts can be placed in different contact groups. Many groups are created by default. These include categories like "active customers" and "team members." You can also create groups based on your own criteria, such as: city, zip code, and preferred customer. Those groups can be used for email marketing, address labels, and for reference. "Customers that bought TimeWise set" would be a good example if you wanted to send email marketing to a specific purchasing group.

Here is a conversation between Amy and one of our support Heroes about Contact Groups in UnitWise.


I have so many customers, sometimes I have no idea where business really comes from. Is there a way that UnitWise could help me track how many customers that I have met at a party, class, etc?

Hero at UnitWise

Yes, Amy. You can create contact groups called "class," "party," etc. Then when you add a new customer, you can simply select that this customer belongs to a particular group. Later, you can always look up how many customers you have in each group so you can make marketing decisions based on that.


Oh, that sounds nice! I would like to send a postcard to my neighbors to let them know that I have a special event going on for them. How do I get a list to my neighbors?

Hero at UnitWise

Oh, that is very easy. Start by creating a group called “Neighbors” then to add members use the Advanced Search option by Zip code. All you have to do is add them all at once by checking the boxes next to their name. You can even send a flyer in a snap by using the group you are creating in our Address Labels feature.

Contact Groups Videos

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