Groups are how you can segment your supporter list in Salsa. Generally, you can think of groups as email lists--easy ways to target a large portion of your supporters at once.
There are two ways to format group data for import into Salsa. Both have the same effect in Salsa; they are just different ways to organize the data.
During the Standard Setup process, we will import up to ten (10) groups for you. However, you have the ability to create as many groups as you like via the Salsa HQ.
For help with the import process refer to the following article:
Groups can either be created prior to an import or during an import. To assign records to a group, create a column in your import file. The column name should be the name of the group. Records that should be put in the group should should have a "1" in the column; those that should not can have a "0" or just a blank value.
Salsa can create and assign both groups dynamically during your import. If you create a column in your import file that contains a comma-delimited list of groups for each record, Salsa will create new groups as they are encountered during import, and update existing groups.
Please note that since you will have commas in your values, you must not use csv (comma-separated values) format for your file.
Q: Which format should I use?
A: Whichever format is easier for you. Some other database systems may export your groups or lists as single columns in a report, while others will export as one column that is comma-delimited. If you are creating groups from scratch, then we suggest using single columns. This eliminates the possibility of typos creating unwanted groups.
Q: Should I add the group columns to my master supporter spreadsheet, or should they be on a separate sheet?
A: Either is acceptable. If the groups are on a separate sheet, then we will need to match the supporter to their groups using either email or uid.
Q: Will I be able to add/remove supporters to groups after this initial import?
A: Yes, you will have complete control over which supporters belong in which groups in your Salsa HQ. You can add supporters to groups via a web form, a query and bulk update, or a future import.
Q: What is the difference between groups and tags? Can you import tags for me?
A: Here is a great article that summarizes the differences between groups and tags: https://help.salsalabs.com/entries/21715120. Yes, we can import a combination of groups and tags, assuming they total to ten (10) or less.