Quick How To's

How to Create a Group Based on Matched Activity

This walkthrough answers the questions: How do I find contacts with the same activity? How do I find contacts who have done the same thing? How do I find contacts who have the same answers? How do I find contacts who are in the same campaigns?

How to Create a Group Based on Matched Activity

Step-by-Step Walkthrough

  1. Navigate to the Contacts page.

  2. Select the contact whose activity you want to match.

  3. Locate the Activity Feed on the right side of the contact's profile.

  4. Identify the list of activities under the Activity Feed.

  5. Toggle the activity you want to match.

  6. Click the "View Group" button after toggling the activity.

  7. Name the newly created group.

  8. Click Save in the top right corner.

More in Quick How To's

How to Add a Single Contact

Quick How To's

How to Add a Single Contact

This step-by-step walkthrough answers the questions: "How do I add a contact?", "How do I add a single contact?", and "How do I add one contact?"

How to Import Contacts

Quick How To's

How to Import Contacts

This step-by-step walkthrough answers the questions: "How do I import a list of contacts?", and "How do I add multiple contacts at once?"

How to Update Contacts

Quick How To's

How to Update Contacts

This step-by-step walkthrough answers the questions: "How do I update a contact?", "How do I change a contact's status?", and "How do I edit a contact's information?"

How to Search for Contacts

Quick How To's

How to Search for Contacts

This step-by-step walkthrough answers the questions: "How do I find a contact?", "How do I contacts?", and "Is there a way to search for people?"