What Are Groups in iRealty?
Groups help you organise your contacts into meaningful segments for targeted sending.
Depending on your CRM, anything used to categorise contacts such as:
- Contact classes
- Tags
- Mailing lists
will automatically sync into iRealty as a Group.
This keeps your contact organisation consistent with how you have set it up in your CRM.
Important Notes About Groups
- You will only see contacts in iRealty that you are assigned to.
- Even if you are not using a CRM, you can still create additional groups directly in iRealty whenever you want to create a custom segment for your email strategy.
How to View and Manage Groups
- Go to Subscribers.
- Select Groups.
- You will see all synced groups from your CRM.
- CRM-synced groups appear with a group code, making them easy to identify.
For example, “Warm Buyers” may pull through from your CRM and will display its associated group code.
How to Create a New Group in iRealty
- In the Groups section, click the plus icon to create a group.
- Enter a name, such as Pia’s Newsletter.
- Click Save.
Your new group is now ready to use.
How to Add Subscribers to Your New Group
- Go to Subscribers.
- Once your subscriber list loads, select Bulk Tools.
- Click Reassign to groups.
- Select the group you want to move subscribers into.
- Confirm your selection.
Your subscribers will now be assigned to your custom group.
Review Your Groups
- Go back to Subscribers → Groups.
- You will now see:
- Your custom group, such as your newsletter group
- Your CRM-synced groups, such as Warm Buyers
Each group remains separate for clear segmentation.
Need Help?
If you need assistance managing your groups, contact:
📞 1300 855 982