The Group section in Go4WhatsUp helps you organize customers into structured groups so you can filter contacts, manage communication, assign collaborators, and send targeted WhatsApp messages efficiently.

Groups act as the foundation for broadcasts, campaigns, automation, and ticket handling inside the Go4WhatsUp CRM.

What You Can Do with Groups

• Create different types of groups:

  • Normal Groups – created manually

  • Social Board Groups – created from Facebook/Instagram campaigns

  • Excel Board Groups – created via Excel uploads

• Add customers manually or in bulk using Excel

• Assign collaborators to handle conversations and tickets

• Enable Round Robin to distribute tickets evenly

• Use groups for segmented WhatsApp broadcasts and automation

Example:
Create a “VIP Customers” group to send exclusive offers and assign a dedicated sales executive.

1. Group Listing Screen

This screen shows all groups created in your Go4WhatsUp account.

Fields Explained

Field	Description
S.No.	Serial number
Group Name	Name of the group (e.g., VIP Customers, Festival Campaign)
Total Users	Number of customers in the group
About Us	Description explaining the group purpose
Collaborators	Team members assigned to manage this group
Round Robin	Toggle to assign tickets evenly among collaborators

Available Filters

• Group Type → Normal / Excel / Social Board

• Page Size → 10, 25, 50, 100 records per page

---

2. Add Group

To create a new group:

1. Click Add Group

2. Fill in the following details:

Fields

• Group Name* → Name of your group

• About Us → Short description of the group’s purpose

• File Upload (Excel Only) → Upload Excel file to add users in bulk

  • Sample Excel file is available for correct formatting

• Collaborators → Assign team members who will manage this group

---

3. Add Users to a Group

You can add users to a group in two ways.

---

Option A – Upload Excel File (Bulk Add)

1. Download the sample Excel file

2. Fill in customer details

3. Upload the file

4. System validates contacts:

   • Shows valid vs invalid numbers

5. Click:

   • Yes → Add valid contacts

   • No → Cancel upload

---

Option B – Manual Entry

1. Enter customer details:

   • Name* → Customer name

   • Mobile No* → WhatsApp number (with country code, e.g., +91)

2. OR select from existing customer list

3. Save → Customer is added instantly

---

4. Validate & Upload Excel (Extra Feature)

When you upload an Excel file:

• System checks:

  • File format

  • Mobile number validity

• Displays summary:

  • Valid contacts count

  • Invalid contacts count

Action Options:

• Yes → Add valid contacts only

• No → Cancel upload

This keeps your CRM database clean and accurate.

---

How to Use Groups – Step by Step

1. Go to Group section

2. Click Add Group and enter required details

3. Add users via Excel upload or manual entry

4. If using Excel → Always validate before confirming

5. Assign Collaborators for group communication

6. Use Filters (Normal / Social / Excel) to find groups quickly

7. Adjust Page Size for easier navigation

---

Use Case Example

Scenario: Targeted WhatsApp Messaging

A bakery wants to send different messages to different customer types.

Groups Created:

• Festival Offers → Customers uploaded via Excel

• Corporate Clients → Added manually

• VIP Customers → Assigned a collaborator for personal follow-up

Workflow:

• Before Diwali, bakery uploads 500 contacts to “Festival Offers”

• System validates:

  • 480 valid

  • 20 invalid

• Clicks Yes → 480 customers added

• Sends Diwali broadcast only to that group

Result:
Targeted promotions, better engagement, and organized communication.

---

Tips & Best Practices

• Always use the sample Excel format to avoid upload errors

• Write clear group descriptions so team members understand the purpose

• Assign collaborators per group for faster ticket resolution

• Enable Round Robin for balanced workload

• Validate Excel files to keep contacts clean and updated

---

FAQs – Group Management in Go4WhatsUp

1. What is the Group section in Go4WhatsUp?

The Group section helps you organize customers into structured lists for messaging, broadcasts, automation, and ticket management.

---

2. What types of groups can I create?

You can create:

• Normal Groups

• Social Board Groups (from Facebook/Instagram campaigns)

• Excel Board Groups (bulk upload)

---

3. Can I upload customers in bulk?

Yes. Use the Excel upload option with validation to add multiple customers at once.

---

4. What is Round Robin in groups?

Round Robin evenly distributes incoming tickets among all assigned collaborators in that group.

---

5. Can collaborators be assigned to groups?

Yes. You can assign one or multiple collaborators to manage communication and tickets for each group.

---

6. What happens if some numbers are invalid during Excel upload?

The system separates valid and invalid contacts. You can choose to add only valid contacts and discard invalid ones.

---

7. Why should I use groups instead of one big contact list?

Groups allow segmentation, targeted messaging, better response rates, and clean CRM management.