# Groups

Create groups of contacts, add and remove members in bulk, and rename, merge or delete groups.

Source: https://www.fundhero.com/help/groups/
Updated: 2026-10-20

Groups are lists of contacts that you build by hand, such as "Board members" or "Gala 2026". Open them from the Contacts dropdown > **Groups**. Basic teams can have up to 3 groups.

Groups label contacts. [Tags](https://www.fundhero.com/help/tags/) label donations and activity. Smart groups fill themselves in; see [Built-in smart lists](https://www.fundhero.com/help/built-in-smart-lists/).

## See your groups

1. Open **Contacts** in the main navigation.
2. Open the dropdown that says **Contacts** and choose **Groups**.

The list has a **Group Name** column and a **Contacts** column with the member count. Smart groups appear in the same list with a **Smart** badge. Search with the **Search Groups** box above the list.

Select **View Group** from a group's row menu to see its contacts. A back arrow returns you to the list of groups. While you're viewing a group, **Add Contact** creates a contact and adds them to that group.

## Create a group

1. In the **Groups** list, select **Add Group**.
2. In **New Group**, enter a name under "Enter the new group name below:".
3. Select **Save**.

Names must be unique, ignoring capitals, and can't match a built-in smart group. FundHero shows "Group name ... already exists" if they do.

On the Basic plan, once you have 3 groups the **Add Group** button shows a lock and opens an upgrade pop-up.

## Add contacts to a group

**In bulk:**

1. Open **Contacts**, tick the contacts you want. You can use search and **Filters** first, and "Select all N contacts that match" to include every result.
2. In the bar that appears, open **Add/Remove Groups** and choose **Add Groups**.
3. Under "Add N contacts to the selected groups", pick one or more groups in **Search Groups**.
4. Select **Save**.

**One contact:** open the contact and select the people icon at the top of their detail page. In **Search Groups**, pick groups, or type a new name to create one on the spot. Select **Save**.

**When importing:** choose a group in the contact import. See [Import contacts](https://www.fundhero.com/help/import-contacts/).

## Remove contacts from a group

**In bulk:** tick the contacts, open **Add/Remove Groups**, choose **Remove Groups**, click the x on each group you want to remove them from, and select **Save**. If none of the selected contacts is in a group, the window says "There are no groups associated with the selected contacts."

**One contact:** select the x on a group pill under the contact's name on their detail page.

## Rename, merge and delete groups

- **Rename:** in the **Groups** list, open the row menu for the group and choose **Rename Group**. Enter the new name under "Update the group name below:" and select **Save**.
- **Delete one:** open the row menu and choose **Delete Group**, then confirm.
- **Merge or delete several:** tick two or more groups. The bar shows **Merge Groups** and **Delete Groups**.
  - **Merge Groups** asks you for "a new group title", or lets you choose one of the selected groups' names. It shows which groups "will be merged into" the title. Select **Save**. All members end up in the one group.
  - **Delete Groups** asks "Are you sure you want to delete N groups?" Select **Confirm**.

Deleting a group removes it from your team and from the contacts that were in it. The contacts themselves stay.

Smart groups can only be viewed. Their row menu offers **View Group** only.

## Flagged contacts

The flag icon on each row is a quick way to mark contacts to come back to. Choose **Flagged Contacts** in the same dropdown to see them. To act on several at once, use the checkboxes and **Add/Remove Groups**.