How to Create and Manage Communication Groups

Introduction

Groups in Brilliance CRM are used to organize subscribers or contacts into collections that can be targeted with bulk messages via Email, SMS, or MMS. Creating groups lets you send messages to a filtered audience without manually selecting recipients each time.

This article explains how to add and manage communication groups.

How to Get Here

1. From the left-hand menu, go to Communication > Groups.
2. To add a new group, click the + Add New button at the top.

Groups Grid Overview

Once groups are created, they will appear in a searchable list with the following columns:

• Edit – Opens the group for editing
• Regarding – The account or organization the group is tied to
• Description – Internal label for the group
• Active – Indicates whether the group is available for messaging
• Modified – Date of the last change

You can Export to Excel for backup or reporting.

Adding or Editing a Communication Group

Clicking + Add New or Edit will open a simple two-tab form:

General 

• Regarding – Shows which company or account this group is tied to
• Description – Name the group (e.g., “January Leads,” “Premium Clients”)
• Active – Toggle to activate or deactivate the group

Once completed, click the green Save Communication Group button in the top-right.

Notes (Optional)

You may add internal notes about:

• The group’s intended use
• Target audience criteria
• Any filtering rules that apply

Expected Result

The new group will now be available when sending messages in the Send Messages module under the "Sent To Group" dropdown. Only Active groups will appear as selectable options.

Use Cases

• Segment contacts by customer tier (Silver, Gold, Platinum)
• Target past event attendees or registrants
• Create temporary campaign lists (e.g., Spring Promo)
• Organize subscribers by region or department