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How to Create a Group in Loialcard

This article describes Group creation and how it can be used for customization

Updated over a month ago

Why Use Groups?

Groups let you organize members into specific segments, making it easier to send targeted notifications and ensure only the right people receive certain messages. This not only helps you streamline communication but also creates a more customized app experience, since you can adjust the home screen menu and menu items based on the groups assigned to members. By using groups, you can improve relevance, reduce noise, and make your communication more effective.

Once you’ve set up a group, it’s saved permanently, so the next time you want to notify the same people, you don’t have to start over. You can also edit your groups at any time, adding more people, removing someone, or reshaping the group as things change.

How to Create a Group

It’s easy to create a group. Go into the Back Office, click on Members, and then select Groups at the top of the page. To create a new one, press the green plus button on the right-hand side.

Give your group a clear title so you’ll recognize it later — for example, “Board Members” or “Ladies’ Team.”

Next, find the people you want to add. You can scroll through the member list, use the search function, or even look them up by email. To add someone, just click the blue plus (+) icon next to their name. Once you’ve added everyone you need, hit Save, and your new group is ready to use.

There’s no limit to how many groups you can create, and you’ll always see your full list of groups when sending out notifications. This makes it fast and easy to reach exactly the right people, every time.

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