Managing contacts with Control and Snapshot groups

Control groups

A control group is created from a pre-existing group of more than 100 contacts. If the group has less than 100 contacts, creating a control group isn’t possible.

1.  Once you have created a group, when viewing the group in Contact Management > Groups, click the ‘Create control group’ icon to the right of the group
   
   
2. The Control group window will pop up. First, name your group
3. Choose the 'Source group percentage'. This is the percentage of the original group to use for the new control group
   
   

4. If you wish to set limits on contacts joining the control group, select the 'Ongoing?' option
   
   

5. If you have selected the 'Ongoing?' option, set the 'Ongoing percentage'. This determines the threshold new contacts joining the source group will be added to the control group
   
   
6. Click

Excluding contacts from control groups

You can ensure particular contacts are not included in control groups. To do so:

1. In a contact's contact record, go to the General tab. 
   
   
2. Scroll down to 'Exclude from control groups' and tick the tick box
   
   
   
3. Click

It's also possible to exclude control groups from promotions and triggered messages.

Snapshot groups

You may wish to save a group in its current state, to ensure the group of contacts stay the same, as groups can change (such as due to promotion eligibility).  

1. To take a “group snapshot” click on the highlighted icon below in the row for the group you’d like to snapshot.
   
   
   
2. Next, give the snapshot a name:
   
   
3. Click