Use any of the following methods to add multiple individuals to a group at once.
Create and Populate a Group from an Advanced Search
Use this option if you have a number of people who share a certain attribute. This attribute could be something like age, age range, a custom date or text field, or even current group membership.
- In the left sidebar navigation, click Individuals. Depending on your settings, your navigation bar may read People, Members, or something similar.
- Next to the search bar, click Advanced.
- Choose your search criteria. For help with this, see the Advanced Search article.
- At the bottom of the page, you will see a list of all people that meet the criteria of your search. Click the checkbox at the top to select all listed people, or select specific individuals.
- Click the tri-dot icon and select Add or Remove From Groups.
- Above the search results, locate the Group dropdown menu.
- Click inside the Group field and either:
- Select Add a New Group to create a new group for these people. In the popup window, enter a name for the group and click OK.
- Select an existing group.
- Click the blue Go button.
Add (copy) Everyone from an Existing Group to Another
Use this option if you want everyone who is currently in one group to also be in another group.
- In the left sidebar navigation, click Group, then click List.
- Check the box to the left of the group where the people currently live.
- Click the tri-dot icon and select Add or Remove From Groups.
- In the dialog that appears, select the group you want to move everyone to, or create a new group.
- Click Go.
Note: Adding people from one group to another does not remove them from the original group. It adds them, similar to copying and pasting.
Add or Move Selected People to Another Group
Use this option if you would like some people currently in one group to be added to or moved to another group, or simply removed from the current group.
- On the left sidebar navigation, click Group, then click List.
- Click the group name to view its members.
- Use the checkboxes to select the members you want to add, move, or remove.
- Click the tri-dot icon at the top right.
- Select one of the following options:
- Add to Group: Adds the selected individuals to another group, similar to copy/paste.
- Move To Group: Removes the selected individuals from the current group and adds them to another group, similar to cut/paste.
- Remove from Group: Removes the selected individuals from the current group.
Note: Removing individuals from a group does not delete them from your database. They will no longer appear in the selected group.
Add People to a Group from a Report
- Run the report you want to use (such as Giving or Attendance).
- When the report is complete, click the gear icon.
- Select Add or Remove from Groups.
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