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Create a New Audience Group

by Intuit6 Updated 2 weeks ago

Groups are specialized audience fields that let contacts self-categorize based on interests or preferences from the responses you set. Use groups to collect data about a contact, like favorite foods, preferred store locations, or anything else you want to know.

In this article, you'll learn 2 ways to create groups in your audience.

Before you start

Here are some things to know before you begin this process.

  • If you’re not familiar with Groups, check out Getting Started with Groups.
  • Groups work best if contacts select their interests when they subscribe to your email marketing. For internal audience organization, consider using tags.
  • Group fields can be required on pop-up signup forms, and the Signup Form content block on landing pages, but not on hosted or embedded signup forms. Advanced, paid users can use the Advanced Forms option to custom-code a required group field.
  • Group fields appear at the bottom of your audience's signup form, because they work differently than regular audience fields.
  • Each audience can have up to 60 group names. Group categories don't count toward the 60-group limit.
  • You can also use group data to target contacts who are in a specific group or who are not currently in any group.

Create a group from the Groups page

To create a group from the Groups page, follow these steps.

  1. Click Audience, then click All contacts.
  2. If you have more than one audience, click the Audience drop-down and choose the one you want to work with.
  3. Click the Manage audience drop-down and choose Groups.
  4. Click Create Group.
  5. Choose how the group responses will appear on your signup form. Choose Checkboxes, Radio buttons, Dropdown, or Hidden.
  6. Enter a category or theme for your groups in the Group category field. This field is visible to contacts. Use something descriptive, like "Gardening interests."
  7. Enter a response for your contacts in the Group options field. For example, if your Group category is Gardening interests, your Group options for contacts could be Landscaping, Indoor plants, and Native plants.
  8. Click Add option to create additional response choices for contacts.
  9. When you'e ready, click Create group.

Create a group on your signup form

To create a group on your signup form, follow these steps.

  1. Click Audience, then click Signup forms.
  2. Scroll to the Form builder tile, then click Manage forms.
  3. If you have more than one audience, click the Current audience drop-down and choose the one you want to work with.
  4. On the Add a field menu in the side panel, choose a group field type. Choose Radio Buttons, Check Boxes, or Drop Down.
  5. Enter your details in Field settings to create your group field.
    Here, you can name the field label and field/merge tag, make it a required field, and make the field visible or hidden. You can also set up descriptive help text, group options, and other preferences.
  6. If you're working with a radio button or drop-down field, you'll need to click Convert To Groups.
  7. Click Save Field.

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