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Can new contacts be automatically added to a group when I add the contact to my address book?

6.12. Can new contacts be automatically added to a group when I add the contact to my address book?

Yes.  You can create custom rules in your address book groups.  Contacts that match the rules you create will be automatically added to the group.

To add a custom rule to a group, after logging in to the Marketing Center:

  1. On the main menu at the top of any page, click on "Contacts"

    Contacts

  2. Next click on "Groups"

    Groups

  3. Click on the name of the group that you want to add a custom rule to (or click "Create Group" to create a new group)

    Click on group name

  4. Click on "+ Show Advanced Options"

    Show Advanced Options

  5. Set the match menu to "Any" or "All."  If you create more than one rule, this setting will determine whether matching "Any" of the rules will add a contact to this group, or if "All" the rules must be matched in order for the contact to be added to this group.

    Any

  6. On the first menu seen below the match menu, select which field you want to search for matches.  In this example, we'll be creating a group of contacts within a particular zip code, so we'll select "Postal Code"

    Postal Code

  7. On the next menu to the right, we'll select "Contains". This setting will find matches for a five digit zip code, even if the four extra digits are included in the contact's info.  (If we wanted to only match a full 9 digit zip code, we'd select "is" here, so that only contacts matching the full 9 digits will be added to this group.)

    contains

  8. In the next field to the right, enter the zip code, then click the "Save" button

    Save

From now on, when you manually enter or import contacts with that zip code, they'll automatically be added to this group.

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