Managing Groups

This guide covers everything you can do with groups in Conductly, from creating your first group to sending emails and archiving groups you no longer need.

Navigating to Groups

To access your groups, click Groups in the main sidebar. You'll see a list of all active groups in your school, along with the number of members in each group.

Creating a Group

From the Groups Page

1. Go to Groups in the sidebar.
2. Click the New Group button.
3. Enter a name for the group (e.g., "Spring Recital 2026").
4. Click Create.

Your new group is now ready. You can start adding members right away.

From a Bulk Selection

You can also create a group directly from the Students or Guardians list:

1. Go to Students or Guardians.
2. Use the checkboxes to select the people you want to include.
3. Click the Actions menu (or the bulk action bar that appears).
4. Select Save as Group.
5. Enter a name for the group and confirm.

tip

This is the fastest way to create a group when you already know which people you want to include. You can always add or remove members later.

Adding Members to a Group

1. Open the group by clicking its name on the Groups page.
2. Click Add Members.
3. Search for students or guardians by name.
4. Select the people you want to add.
5. Click Add to confirm.

You can add both students and guardians to the same group. Members appear in the group's member list immediately.

Removing Members from a Group

1. Open the group.
2. Find the member you want to remove in the member list.
3. Click the remove action next to their name (or select multiple members and use the bulk remove option).
4. Confirm the removal.

info

Removing someone from a group does not delete them from Conductly. It only removes them from that specific group.

Copying a Group

If you need a new group with the same (or similar) members as an existing group:

1. Open the group you want to copy.
2. Click the More Actions menu (three dots or gear icon).
3. Select Copy Group.
4. Enter a name for the new group.
5. Click Create.

The new group will have all the same members as the original. You can then add or remove members from either group independently.

tip

Copying is useful for recurring events. For example, copy last year's "Summer Camp" group to start planning this year's, then adjust the roster.

Merging Groups

To combine two groups into one:

1. Open the group you want to merge into (the one that will remain).
2. Click the More Actions menu.
3. Select Merge Group.
4. Choose the group you want to merge from.
5. Confirm the merge.

All members from the second group will be added to the first group. Duplicate members (people who were already in both groups) are handled automatically — they won't appear twice.

warning

Merging is a one-way operation. The group you merge from will be deleted. If you want to keep both groups, use Copy instead and then add the additional members.

Adding Instructors to a Group

Instructors are added to groups the same way as students and guardians: through the Add Members drawer on the group's detail page.

1. Open the group's detail page.
2. Click Add Members.
3. In the drawer, search for instructors by name.
4. Check the instructors you want to add.
5. Save.

Instructors added to a group receive any communications sent to the group (emails, SMS) and appear in group member listings alongside students and guardians.

note

Groups do not have a separate "instructors only" panel or dedicated "Assign Instructor" button. All member types (students, guardians, instructors) are managed through the same Add Members drawer.

Sending Emails to a Group

One of the most powerful features of groups is the ability to send emails to all members at once.

1. Open the group.
2. Click Send Email.
3. Compose your email:
   • Enter a subject line.
   • Write your message in the email body.
   • Optionally attach files.
4. Review the recipient list. By default, all group members with email addresses will receive the message.
5. Click Send.

info

Emails are sent to each member individually — recipients do not see each other's email addresses. If a group member does not have an email address on file, they will be skipped and you'll be notified.

Using Email Templates

If you have email templates set up in Communications, you can select a template when composing your group email. This saves time for messages you send regularly, like recital reminders or schedule updates.

Viewing Email History

You can see a record of all emails sent to a group:

1. Open the group.
2. Look for the Email History section or tab.
3. You'll see a list of all emails sent to this group, including the date, subject line, and sender.

Click on any email to view its full content and see delivery details.

note

Email history is tied to the group. If you delete a group, its email history is also removed (though individual email records remain in each contact's communication history).

Archiving and Unarchiving Groups

When a group is no longer active but you want to keep it for reference, you can archive it.

To Archive a Group

1. Open the group.
2. Click the More Actions menu.
3. Select Archive.
4. Confirm.

Archived groups are hidden from the main groups list but are not deleted. They retain all their members and history.

To View Archived Groups

On the Groups page, use the filter or status dropdown to show archived groups.

To Unarchive a Group

1. Find the archived group (using the filter mentioned above).
2. Open the group.
3. Click the More Actions menu.
4. Select Unarchive.

The group will reappear in your active groups list.

Deleting and Restoring Groups

If you no longer need a group at all, you can delete it.

To Delete a Group

1. Open the group.
2. Click the More Actions menu.
3. Select Delete.
4. Confirm the deletion.

warning

Deleting a group removes it from the groups list and its associated email history. The students and guardians who were members are not affected — only the group itself is removed.

To Restore a Deleted Group

Deleted groups can be restored within a certain period:

1. On the Groups page, use the filter to show deleted groups.
2. Find the group you want to restore.
3. Click Restore.

The group and its members will be restored to their previous state.

Tips for Organizing Groups Effectively

• Use clear, descriptive names so your team can quickly understand each group's purpose (e.g., "Spring Recital 2026 - Performers" rather than "Group 1").
• Include the year or semester in seasonal group names to avoid confusion across terms.
• Archive instead of delete when you might need to reference a group later.
• Review group membership regularly, especially for groups tied to active programs or events.
• Combine with email templates to streamline recurring communications like monthly newsletters or event announcements.