Contact Editor – Member Groups

Location: Contact Management/All Contacts/Contact Editor -> Member Groups Section

Overview: The Member Group section of the Contact Editor is where you can add or remove member groups from the contact record.

Member Groups are like categories in that they create a way to group together contacts under a common label. However, the main difference is that Member Groups provide an extra level of privileged functionality to the contact.

For Example Member Groups Can:

• Allow contacts to access secure pages such as in the case of membership access pages.
• Grant privileged groups of contacts discounts on products, courses, or events.
• Define and control what back-end account manager access a contact may be entitled to such as in the case of LMS Teachers, Sales Force Team Members, and Virtual Assistants etc.

Note: Even though there is a dedicated Member Group "finder" in the account manager, this finder is actually unique in the system. Instead of it being a searchable and exportable finder, it is only a place where you can create and preview member groups. If you want to work with a group of contacts who are in the same member group, or export them, you need to work in any of the Contacts finders such as All Contacts and create Query Lists and export from there.

Learn More: There are several related help modules that pertain to how to apply and use Member Groups that may be of interest including:

• How to Add a Member Group to a Contact who Fills Out a Form
• How to Add to Member Group and Category with Purchase of a Product with a Rule
• Importing  Members - How to Bulk Assign Member Groups to Contacts at Import
• How to Create a Query Type List in Contacts (with Member Groups as example) 
• Member Discount Pricing

Click here to go to a linked index of help topics for Contacts, or click the Next button to continue to the next topic related to the Contact Editor.

 Additional Contact Editor Sections:

• Primary Contact Information / General Section
• Personal Business Information
• Profile Section
• Membership Dates
• Image Gallery
• Shipping Addresses
• Payment Methods
• Affiliate Info
• Internal Info
• Sign In Settings
• Member Groups
• Account Manager Access
• Comments
• Convert To Company Contact (or Convert To Person Contact)
• Categories
• Properties

Popular Contact Management Topics

• Getting Started - Importing Contacts
• Creating Lists in Contacts
• Find and Edit Contact Information
• Custom Contact Fields
• Sales Force Management via Contact View