Powerful segmentation for your relationships

Segment your contacts into groups for targeted messaging, shared access, and bulk operations. Groups stay live, so profiles update automatically as contacts change.

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Smart segmentation

Organize contacts by any criteria

Groups let you slice your contact profiles by region, industry, engagement level, or any custom field. Use Delalify Channels to communicate with groups for campaign audiences and OneCloud to provision organised files per group. Everything is provisioned automatically, so you can focus on your relationships. Activity accelerates throughout your workflow with Delalify People saving you time and money.

Capabilities

Powerful segmentation tools

Static and dynamic groups

Some segments are fixed, like your board members or your founding customers. Others shift constantly, like active subscribers or high-value leads. Maintaining both manually means constant list maintenance.

Add contacts manually to static groups or define filter rules that keep dynamic groups updated automatically as contact data changes. Fixed lists stay fixed. Dynamic lists refresh themselves, saving you time and effort.

Sticky tags for auto-assignment

Tagging contacts and adding them to groups are separate actions. When someone earns a VIP tag, you still have to remember to add them to the VIP group. Steps get missed.

Assign tags that automatically add contacts to groups. Tag a contact as "VIP" and they appear in the VIP group instantly. Classification and segmentation happen together.

Bulk actions

Updating hundreds of contacts one by one takes hours. Adding a tag, changing a field, or exporting data for an entire segment requires tedious repetition.

Update fields, add tags, send messages, or export data for entire groups in one operation instead of editing contacts one by one. Bulk changes finish in seconds.

Channels integration

Campaign audiences go stale. You select a segment, but by send time, new contacts have qualified and others have churned. Manual list updates before each send add overhead, wasting time and resources.

Select groups as campaign audiences in Channels. The audience refreshes before each send, so messages always reach current members. Campaigns target the right people every time.

OneCloud shared drives

Files sit in folders with no connection to the contacts they relate to. Finding all documents for a client group means searching multiple locations. You need a way to organize files by relationship context, not just folder structure.

Attach files to contacts in People, then view them organized by contact groups in OneCloud. Select a group in OneCloud to see all files attached to contacts within that group. Your file storage reflects your relationship structure. Files are securely stored in the cloud and access is controlled by granular access controls.

Nested groups

Organizations have hierarchies: global teams contain regional teams and departments contain sub-departments. Flat group lists force you to maintain overlapping membership manually.

Create group hierarchies where child groups inherit parent membership. Global groups contain country groups, which contain regional groups. Hierarchy reflects reality.

Why it matters

Target the right contacts every time

Get to the right people

Send campaigns only to contacts who match specific criteria. When your messages reach people who want to hear from you, engagement rises and unsubscribes drop because communication feels relevant rather than intrusive.

Automate membership

Dynamic groups and sticky tags keep group membership current without manual maintenance. Contacts move between segments automatically as their data changes, so your lists never go stale.

Organize by relationship context

View all files, campaigns, and interactions related to a contact group in one place. When you need everything about your enterprise clients or regional partners, groups provide the lens to see across your entire platform.

Bulk operations at scale

Update fields, add tags, send messages, or export data for entire groups in one operation. What would take hours of individual edits completes in seconds, freeing your team for higher-value work.

Use cases

See groups in action

Marketing team running a product launch campaign

The marketing manager creates a dynamic group filtered by three criteria: contacts who clicked the beta announcement link, filled out the product interest form in the last 90 days, and have an engagement score above 65. The group starts with 847 contacts and updates automatically as engagement scores change daily. Two weeks before launch, 142 new contacts qualify and join the group. Three days before launch, the manager adds a second filter excluding anyone who unsubscribed or marked previous emails as spam. When Channels sends the launch email, the audience refreshes to 1,053 qualified leads who receive the announcement. The entire contact database holds 18,000 profiles, but only interested, engaged contacts get the message.

Result

Open rates increase from 18% to 42% because messages reach people who already expressed interest, not the entire contact list. Click-through rates jump from 2.1% to 8.7%. Trial signups convert at 12% instead of the 3% average from previous launches that targeted broader audiences. Marketing spend per acquisition drops 60% because the campaign focuses budget on qualified leads instead of cold contacts.

Marketing team running a product launch campaign

Law practice organizing client files by case type

The legal team creates contact groups for different practice areas: Corporate Law, Family Law, Real Estate, and Litigation. Each client contact gets attached to their case type through a custom field. When lawyers upload contracts, court filings, discovery documents, and correspondence as file attachments to client contacts, those files automatically organize by practice area. The paralegal working on a family law case selects the Family Law group in OneCloud and sees 247 documents across 34 active cases, all attached to contacts within that group. When opposing counsel requests documents for the Johnson divorce case, the paralegal filters to that specific contact and exports all attached files in one operation instead of searching through shared drives organized by date or attorney name.

Result

File retrieval drops from 5 minutes of searching across folders to 10 seconds of filtering by practice area. Attorneys bill 30 more hours per month because they spend less time hunting for documents. New associates find case files without interrupting senior partners. Compliance audits complete in days instead of weeks because all case documentation lives with client contacts, organized by practice area groups.

Law practice organizing client files by case type

Nonprofit organizing donor tiers

The development team creates dynamic groups for giving levels: Bronze ($100-$499), Silver ($500-$2,499), Gold ($2,500-$9,999), and Platinum ($10,000+). Each group filters contacts by total giving in the current fiscal year. When a Bronze donor makes their third gift and crosses into Silver territory, they automatically move to the Silver group within minutes. Channels sends tier-appropriate thank-you letters that reference lifetime giving and impact. Platinum donors receive personal phone calls scheduled through calendar reminders that trigger when contacts join the group. Event invitations adjust based on group membership; Platinum donors receive VIP reception access while Bronze donors get general admission details. The groups update daily as donations process.

Result

Major donors feel recognized with personalized stewardship because communication adjusts automatically as giving levels change. Donor retention improves 23% year-over-year because timely, appropriate recognition replaces generic mass emails. The development team manages 4,200 donors across all tiers without hiring additional staff. Mid-level donors upgrade 40% faster because recognition happens immediately after threshold gifts instead of waiting for quarterly manual list reviews.

Real estate brokerage segmenting buyer leads

Agents create dynamic groups based on property preferences captured through intake forms: single-family homes in the $400K-$600K range in north suburbs with 3+ bedrooms. Another group targets downtown condos under $350K for first-time buyers. A third group includes investors seeking multi-family properties with 8%+ cap rates. When a new property listing arrives, agents identify which buyer groups match the property criteria and send targeted notifications through Channels to only those segments. Suburban family buyers never see downtown condos, and investors only hear about properties that meet their return thresholds. Agents review which contacts opened the listing email before making follow-up calls.

Result

Response rates increase from 4% with blast emails to 31% with targeted notifications because buyers see properties they actually want to view. Showing appointments book 5x faster. Buyers perceive agents as attentive because every property matches their stated criteria. Agent productivity improves as they stop fielding calls about irrelevant listings. Average time to close drops from 87 days to 62 days because qualified matches accelerate decisions.

Real estate brokerage segmenting buyer leads

Trade association managing member categories

The membership coordinator creates groups for corporate sponsors, individual members, student members, and lapsed members whose renewals expired in the last 12 months. Each group receives different renewal communications through Channels; corporate sponsors see sponsorship tier benefits and logo placement opportunities, individual members receive professional development content, students get discounted rates, and lapsed members receive win-back offers that reference how long they have been members historically. The coordinator sets up sticky tags that automatically assign new members to the appropriate group based on membership type selected during registration. Event pricing pulls from group membership; corporate sponsors pay $0 for the annual conference, individual members pay $299, and non-members pay $599.

Result

Renewal rates improve from 67% to 79% because outreach matches each member category instead of generic reminders. Corporate sponsors renew earlier because benefits are clearly communicated. Student member conversions to individual memberships increase 34% after graduation because lifecycle communication adjusts automatically. Lapsed member reactivation doubles because win-back messaging references their history and addresses why they left through personalized offers.