DocumentationMarketo EngageMarketo Guide

Manage Groups manage-groups

Last update: Mon Sep 22 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

Learn how to manage your groups in Sales Insight Actions.

Group Types group-types

Group
Description
All People
All contacts from all users that are visible to you.
Dynamic Groups
My Contacts: All of the contacts you own.
Unsubscribes: Contacts who have opted-out from receiving correspondence.
My Groups
Groups you've created. They can contain your contacts, or contacts that have been shared with you.
Team Groups
Groups that have been shared with and/or by you. They can contain contacts your teammates own, or contacts you've shared with them.

Create a Group create-a-group

  1. In the People page, click the + next to Groups.

  2. Name your group and click Create.

    That’s it!

Add Contacts to a Group add-contacts-to-a-group

  1. Under Groups, select All People.

  2. Search for the person or people you want to add.

  3. Click the checkbox next to their name to select them.

  4. Click the more actions icon ( ) and select Add People to Group.

  5. Select the group you want to add them to and click Add.

Share a Group share-a-group

  1. In the People page, find and select the group you want to share.

  2. Click the dota (three vertical dots) and select Share.

  3. Click the drop-down, choose the team you want to share the group with and click Share.

    You still own the group, but it will now appear under Team Groups.

Unshare a Group unshare-a-group

  1. In the People page, find and select the group you want to unshare.

  2. Click the dota (three vertical dots) and select Share.

  3. Click the X next to the team you shared the group with, then click out of the modal.

    The group is now unshared.

Rename a Group rename-a-group

  1. In the People page, find and select the group you want to rename.

  2. Click the dota (three vertical dots) and select Edit.

  3. Type in the new name and click Save.

Delete a Group delete-a-group

  1. In the People page, find and select the group you want to delete.

  2. Click the dota (three vertical dots) and select Delete.

  3. Click Delete to confirm.

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